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 | $25,153 | $85,766-70.7% | $136,294-81.5% | $70,131-64.1% |
| Participation rate | 68.5% | 74.2%-5.6pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 13.61% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $580 | $2,966-80.5% | $4,695-87.7% | $2,342-75.3% |
| Participant deferral / active EE | $1,249 | $5,051-75.3% | $6,247-80.0% | $3,332-62.5% |
| Admin fee / account holder | $1,228 | $5,420-77.3% | $9,243-86.7% | $4,645-73.6% |