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 | $24,195 | $63,346-61.8% | $92,233-73.8% | $70,131-65.5% |
| Participation rate | 48.5% | 68.7%-20.2pp | 76.5%-28.0pp | 69.5%-21.1pp |
| Annual return | 8.94% | 530.12%-521.2pp | 176.28%-167.3pp | 73.14%-64.2pp |
| Employer contribution / active EE | $658 | $2,471-73.4% | $3,679-82.1% | $2,342-71.9% |
| Participant deferral / active EE | $775 | $2,854-72.8% | $3,897-80.1% | $3,332-76.7% |
| Admin fee / account holder | $3,318 | $3,840-13.6% | $5,194-36.1% | $4,645-28.6% |