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 | $30,987 | $65,041-52.4% | $90,951-65.9% | $79,858-61.2% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 9.62% | 30.45%-20.8pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $726 | $1,247-41.8% | $2,122-65.8% | $2,471-70.6% |
| Participant deferral / active EE | $913 | $2,512-63.6% | $3,373-72.9% | $3,740-75.6% |
| Admin fee / account holder | $10,311 | $4,536+127.3% | $5,959+73.0% | $5,306+94.3% |