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 | $13,083 | $77,899-83.2% | $149,673-91.3% | $75,163-82.6% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.7pp | 67.2%-14.1pp |
| Annual return | 10.62% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,274 | $3,137-59.4% | $4,818-73.6% | $2,670-52.3% |
| Participant deferral / active EE | $732 | $3,411-78.5% | $5,680-87.1% | $4,125-82.3% |
| Admin fee / account holder | $6,718 | $5,956+12.8% | $13,210-49.1% | $5,651+18.9% |