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 | $38,258 | $50,815-24.7% | $155,509-75.4% | $77,643-50.7% |
| Participation rate | 7.2% | 63.1%-55.9pp | 78.2%-71.0pp | 70.6%-63.4pp |
| Annual return | 9.07% | 34.80%-25.7pp | 64.67%-55.6pp | 31.24%-22.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $217 | $2,822-92.3% | $5,626-96.1% | $4,647-95.3% |
| Admin fee / account holder | $1,733 | $437+296.9% | $15,912-89.1% | $430+302.7% |