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 | $62,850 | $127,065-50.5% | $113,168-44.5% | $142,382-55.9% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 5.86% | 24.03%-18.2pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $916 | $3,442-73.4% | $2,975-69.2% | $4,299-78.7% |
| Participant deferral / active EE | $401 | $5,716-93.0% | $5,107-92.1% | $6,507-93.8% |
| Admin fee / account holder | $43,757 | $15,736+178.1% | $12,068+262.6% | $12,624+246.6% |