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 | $28,747 | $65,409-56.1% | $98,442-70.8% | $85,850-66.5% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.1pp | 69.3%-30.0pp |
| Annual return | 9.07% | 21.76%-12.7pp | 1492.73%-1483.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $537 | $2,168-75.2% | $2,960-81.8% | $2,565-79.0% |
| Participant deferral / active EE | $809 | $3,166-74.4% | $4,276-81.1% | $3,952-79.5% |
| Admin fee / account holder | $15,127 | $4,593+229.4% | $5,949+154.3% | $6,260+141.7% |