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 | $49,609 | $72,012-31.1% | $185,823-73.3% | $79,858-37.9% |
| Participation rate | 11.4% | 65.8%-54.3pp | 78.0%-66.6pp | 69.6%-58.2pp |
| Annual return | 11.39% | 23.12%-11.7pp | 35.95%-24.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $716 | $3,779-81.1% | $5,632-87.3% | $3,740-80.9% |
| Admin fee / account holder | $7,019 | $4,513+55.6% | $9,500-26.1% | $5,306+32.3% |