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 | $29,378 | $135,952-78.4% | $123,892-76.3% | $273,961-89.3% |
| Participation rate | 22.7% | 84.1%-61.3pp | 81.4%-58.7pp | 83.0%-60.3pp |
| Annual return | 0.38% | 56.63%-56.3pp | 47.52%-47.1pp | 41.45%-41.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $459 | $6,343-92.8% | $5,984-92.3% | $5,287-91.3% |
| Admin fee / account holder | $355 | $9,817-96.4% | $8,357-95.8% | $10,132-96.5% |