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 | $61,115 | $78,422-22.1% | $95,952-36.3% | $79,858-23.5% |
| Participation rate | 43.8% | 73.5%-29.7pp | 77.1%-33.3pp | 69.6%-25.9pp |
| Annual return | 9.08% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $730 | $1,945-62.5% | $2,541-71.3% | $2,471-70.5% |
| Participant deferral / active EE | $1,554 | $3,440-54.8% | $4,167-62.7% | $3,740-58.5% |
| Admin fee / account holder | $7,231 | $5,622+28.6% | $6,795+6.4% | $5,306+36.3% |