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 | $23,544 | $72,012-67.3% | $185,823-87.3% | $79,858-70.5% |
| Participation rate | 23.4% | 65.8%-42.4pp | 78.0%-54.6pp | 69.6%-46.2pp |
| Annual return | 5.20% | 23.12%-17.9pp | 35.95%-30.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $737 | $1,965-62.5% | $4,087-82.0% | $2,471-70.2% |
| Participant deferral / active EE | $1,016 | $3,779-73.1% | $5,632-82.0% | $3,740-72.8% |
| Admin fee / account holder | $7,046 | $4,513+56.1% | $9,500-25.8% | $5,306+32.8% |