See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,891 | $79,013+108.7% | $100,391+64.2% | $74,495+121.3% |
| Participation rate | 36.0% | 79.5%-43.5pp | 81.5%-45.5pp | 67.2%-31.2pp |
| Annual return | 10.91% | 20.41%-9.5pp | 49.20%-38.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,054 | $7,760-60.6% | $8,082-62.2% | $4,346-29.7% |
| Admin fee / account holder | $37,714 | $1,320+2757.2% | $7,899+377.4% | $1,942+1842.3% |