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 | $54,319 | $65,041-16.5% | $90,951-40.3% | $79,858-32.0% |
| Participation rate | 57.8% | 61.6%-3.8pp | 69.0%-11.2pp | 69.6%-11.9pp |
| Annual return | 3.58% | 30.45%-26.9pp | 134.60%-131.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $278 | $1,247-77.7% | $2,122-86.9% | $2,471-88.7% |
| Participant deferral / active EE | $1,083 | $2,512-56.9% | $3,373-67.9% | $3,740-71.0% |
| Admin fee / account holder | $15,301 | $4,536+237.3% | $5,959+156.8% | $5,306+188.4% |