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 | $21,453 | $53,127-59.6% | $86,590-75.2% | $70,131-69.4% |
| Participation rate | 68.2% | 65.3%+2.9pp | 73.5%-5.4pp | 69.5%-1.4pp |
| Annual return | 10.11% | 27.66%-17.5pp | 964.84%-954.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,396 | $2,068-32.5% | $2,839-50.8% | $2,342-40.4% |
| Participant deferral / active EE | $404 | $2,696-85.0% | $3,609-88.8% | $3,332-87.9% |
| Admin fee / account holder | $4,780 | $3,585+33.3% | $4,906-2.6% | $4,645+2.9% |