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 | $25,531 | $48,046-46.9% | $84,611-69.8% | $72,985-65.0% |
| Participation rate | 34.1% | 57.6%-23.5pp | 68.2%-34.1pp | 69.5%-35.4pp |
| Annual return | 16.70% | 37.38%-20.7pp | 258.74%-242.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $736 | $2,680-72.5% | $3,899-81.1% | $3,607-79.6% |
| Admin fee / account holder | $4,754 | $3,395+40.0% | $4,912-3.2% | $5,124-7.2% |