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 | $36,678 | $76,552-52.1% | $123,892-70.4% | $62,891-41.7% |
| Participation rate | 18.8% | 73.0%-54.2pp | 81.4%-62.7pp | 69.3%-50.6pp |
| Annual return | 4.31% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $520 | $2,883-82.0% | $4,617-88.7% | $2,281-77.2% |
| Participant deferral / active EE | $806 | $4,840-83.3% | $5,984-86.5% | $3,203-74.8% |
| Admin fee / account holder | $4,391 | $4,826-9.0% | $8,357-47.5% | $4,296+2.2% |