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 | $22,763 | $22,587+0.8% | $65,255-65.1% | $75,163-69.7% |
| Participation rate | 37.9% | 63.1%-25.2pp | 65.0%-27.0pp | 67.2%-29.3pp |
| Annual return | 11.23% | 71.03%-59.8pp | 47.35%-36.1pp | 160.62%-149.4pp |
| Employer contribution / active EE | $671 | $941-28.7% | $1,691-60.3% | $2,670-74.9% |
| Participant deferral / active EE | $671 | $1,695-60.4% | $2,831-76.3% | $4,125-83.7% |
| Admin fee / account holder | $1,446 | $1,876-22.9% | $4,112-64.8% | $5,651-74.4% |