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 | $59,651 | $81,248-26.6% | $155,509-61.6% | $80,856-26.2% |
| Participation rate | 22.0% | 66.2%-44.3pp | 78.2%-56.2pp | 67.6%-45.7pp |
| Annual return | 8.62% | 33.31%-24.7pp | 64.67%-56.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $505 | $3,452-85.4% | $5,626-91.0% | $4,296-88.2% |
| Admin fee / account holder | $28,598 | $7,997+257.6% | $15,912+79.7% | $6,918+313.4% |