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 | $34,255 | $94,625-63.8% | $116,228-70.5% | $84,808-59.6% |
| Participation rate | 25.5% | 70.4%-45.0pp | 74.6%-49.1pp | 68.3%-42.8pp |
| Annual return | 10.03% | 20.40%-10.4pp | 90.06%-80.0pp | 40.90%-30.9pp |
| Employer contribution / active EE | $700 | $2,347-70.1% | $2,994-76.6% | $2,631-73.4% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $4,953-68.5% | $4,212-62.9% |
| Admin fee / account holder | $38,901 | $10,091+285.5% | $11,989+224.5% | $7,344+429.7% |