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 | $42,029 | $83,477-49.7% | $125,175-66.4% | $72,985-42.4% |
| Participation rate | 24.1% | 73.3%-49.2pp | 79.8%-55.7pp | 69.5%-45.4pp |
| Annual return | 15.21% | 25.78%-10.6pp | 43.79%-28.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $764 | $3,585-78.7% | $4,937-84.5% | $3,607-78.8% |
| Admin fee / account holder | $6,598 | $5,517+19.6% | $9,702-32.0% | $5,124+28.8% |