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 | $33,252 | $98,750-66.3% | $149,696-77.8% | $79,858-58.4% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.5%-35.2pp | 69.6%-22.4pp |
| Annual return | 10.92% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $692 | $3,216-78.5% | $4,644-85.1% | $2,471-72.0% |
| Participant deferral / active EE | $1,017 | $5,680-82.1% | $6,842-85.1% | $3,740-72.8% |
| Admin fee / account holder | $4,043 | $6,053-33.2% | $9,309-56.6% | $5,306-23.8% |