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 | $23,157 | $95,416-75.7% | $185,823-87.5% | $85,850-73.0% |
| Participation rate | 34.0% | 68.8%-34.8pp | 81.7%-47.7pp | 69.3%-35.3pp |
| Annual return | 9.02% | 23.59%-14.6pp | 122.05%-113.0pp | 318.53%-309.5pp |
| Employer contribution / active EE | $610 | $3,314-81.6% | $5,167-88.2% | $2,565-76.2% |
| Participant deferral / active EE | $424 | $3,423-87.6% | $5,568-92.4% | $3,952-89.3% |
| Admin fee / account holder | $1,486 | $7,213-79.4% | $16,237-90.8% | $6,260-76.3% |