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 | $25,025 | $27,915-10.4% | $58,482-57.2% | $75,163-66.7% |
| Participation rate | 20.7% | 38.8%-18.1pp | 50.9%-30.2pp | 67.2%-46.5pp |
| Annual return | 14.64% | 44.20%-29.6pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $131 | $669-80.4% | $1,053-87.6% | $2,670-95.1% |
| Participant deferral / active EE | $164 | $1,201-86.3% | $1,924-91.5% | $4,125-96.0% |
| Admin fee / account holder | $351 | $1,726-79.7% | $2,516-86.0% | $5,651-93.8% |