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 | $24,544 | $58,927-58.3% | $76,817-68.0% | $72,985-66.4% |
| Participation rate | 25.6% | 67.3%-41.8pp | 72.1%-46.5pp | 69.5%-43.9pp |
| Annual return | 14.43% | 2305.64%-2291.2pp | 1166.11%-1151.7pp | 81.00%-66.6pp |
| Employer contribution / active EE | $534 | $1,787-70.1% | $2,302-76.8% | $2,440-78.1% |
| Participant deferral / active EE | $746 | $2,690-72.3% | $3,336-77.6% | $3,607-79.3% |
| Admin fee / account holder | $1,771 | $4,013-55.9% | $6,420-72.4% | $5,124-65.4% |