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 | $21,284 | $49,915-57.4% | $154,803-86.3% | $74,304-71.4% |
| Participation rate | 18.4% | 54.0%-35.5pp | 78.1%-59.6pp | 60.3%-41.9pp |
| Annual return | 9.56% | 34.06%-24.5pp | 58.88%-49.3pp | 29.43%-19.9pp |
| Employer contribution / active EE | $318 | $1,611-80.3% | $4,305-92.6% | $2,241-85.8% |
| Participant deferral / active EE | $366 | $2,255-83.8% | $5,540-93.4% | $3,767-90.3% |
| Admin fee / account holder | $2,064 | $2,189-5.7% | $14,329-85.6% | $2,969-30.5% |