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 | $50,608 | $52,953-4.4% | $172,739-70.7% | $65,185-22.4% |
| Participation rate | 23.6% | 66.2%-42.6pp | 82.6%-59.1pp | 70.2%-46.6pp |
| Annual return | 3.50% | 30.12%-26.6pp | 802.84%-799.3pp | 29.38%-25.9pp |
| Employer contribution / active EE | $929 | $2,190-57.6% | $5,143-81.9% | $2,177-57.3% |
| Participant deferral / active EE | $492 | $2,471-80.1% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $985 | $472+108.8% | $13,954-92.9% | $847+16.3% |