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 | $27,840 | $77,813-64.2% | $123,544-77.5% | $64,186-56.6% |
| Participation rate | 45.8% | 74.7%-28.9pp | 82.3%-36.5pp | 69.6%-23.7pp |
| Annual return | -8.16% | 12.48%-20.6pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $587 | $3,014-80.5% | $4,628-87.3% | $2,381-75.3% |
| Participant deferral / active EE | $1,829 | $5,240-65.1% | $6,426-71.5% | $3,470-47.3% |
| Admin fee / account holder | $1,258 | $5,519-77.2% | $9,284-86.4% | $4,888-74.3% |