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 5-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 | $16,159 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 12.3% | 66.2%-53.9pp | 78.2%-65.8pp | 67.6%-55.3pp |
| Annual return | 6.33% | 33.31%-27.0pp | 64.67%-58.3pp | 35.59%-29.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $774 | $3,452-77.6% | $5,626-86.3% | $4,296-82.0% |
| Admin fee / account holder | $12,196 | $7,997+52.5% | $15,912-23.4% | $6,918+76.3% |