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 | $32,838 | $57,831-43.2% | $82,389-60.1% | $85,563-61.6% |
| Participation rate | 17.6% | 55.0%-37.4pp | 69.5%-51.9pp | 66.0%-48.3pp |
| Annual return | 11.93% | 17.86%-5.9pp | 28.67%-16.7pp | 31.51%-19.6pp |
| Employer contribution / active EE | $412 | $1,643-74.9% | $2,517-83.6% | $2,654-84.5% |
| Participant deferral / active EE | $66 | $3,118-97.9% | $4,155-98.4% | $4,375-98.5% |
| Admin fee / account holder | $3,773 | $1,391+171.2% | $7,231-47.8% | $834+352.3% |