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 | $23,196 | $48,230-51.9% | $67,502-65.6% | $80,856-71.3% |
| Participation rate | 16.7% | 66.4%-49.7pp | 72.9%-56.2pp | 67.6%-51.0pp |
| Annual return | 7.98% | 18.28%-10.3pp | 3512.12%-3504.1pp | 35.59%-27.6pp |
| Employer contribution / active EE | $537 | $2,020-73.4% | $2,731-80.3% | $2,755-80.5% |
| Participant deferral / active EE | $675 | $2,924-76.9% | $4,000-83.1% | $4,296-84.3% |
| Admin fee / account holder | $5,238 | $3,681+42.3% | $3,998+31.0% | $6,918-24.3% |