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 | $31,799 | $57,281-44.5% | $86,612-63.3% | $75,163-57.7% |
| Participation rate | 19.8% | 63.2%-43.4pp | 71.7%-51.9pp | 67.2%-47.4pp |
| Annual return | 8.81% | 2670.75%-2661.9pp | 591.07%-582.3pp | 160.62%-151.8pp |
| Employer contribution / active EE | $410 | $2,314-82.3% | $3,022-86.4% | $2,670-84.6% |
| Participant deferral / active EE | $625 | $3,318-81.2% | $4,438-85.9% | $4,125-84.8% |
| Admin fee / account holder | $4,601 | $4,112+11.9% | $5,614-18.0% | $5,651-18.6% |