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 | $24,079 | $53,127-54.7% | $86,590-72.2% | $70,131-65.7% |
| Participation rate | 26.3% | 65.3%-39.1pp | 73.5%-47.3pp | 69.5%-43.3pp |
| Annual return | 11.14% | 27.66%-16.5pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $412 | $2,068-80.1% | $2,839-85.5% | $2,342-82.4% |
| Participant deferral / active EE | $580 | $2,696-78.5% | $3,609-83.9% | $3,332-82.6% |
| Admin fee / account holder | $3,345 | $3,585-6.7% | $4,906-31.8% | $4,645-28.0% |