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 | $38,573 | $85,766-55.0% | $136,294-71.7% | $70,131-45.0% |
| Participation rate | 48.7% | 74.2%-25.4pp | 81.9%-33.2pp | 69.5%-20.8pp |
| Annual return | 13.89% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $962 | $2,966-67.6% | $4,695-79.5% | $2,342-58.9% |
| Participant deferral / active EE | $1,412 | $5,051-72.0% | $6,247-77.4% | $3,332-57.6% |
| Admin fee / account holder | $620 | $5,420-88.6% | $9,243-93.3% | $4,645-86.7% |