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 | $29,812 | $85,766-65.2% | $136,294-78.1% | $70,131-57.5% |
| Participation rate | 52.6% | 74.2%-21.5pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 12.13% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $617 | $2,966-79.2% | $4,695-86.9% | $2,342-73.7% |
| Participant deferral / active EE | $1,161 | $5,051-77.0% | $6,247-81.4% | $3,332-65.1% |
| Admin fee / account holder | $3,308 | $5,420-39.0% | $9,243-64.2% | $4,645-28.8% |