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 | $26,622 | $68,719-61.3% | $91,541-70.9% | $84,808-68.6% |
| Participation rate | 26.6% | 64.5%-37.9pp | 69.8%-43.2pp | 68.3%-41.7pp |
| Annual return | 4.64% | 19.12%-14.5pp | 20.50%-15.9pp | 40.90%-36.3pp |
| Employer contribution / active EE | $395 | $1,920-79.4% | $2,505-84.2% | $2,631-85.0% |
| Participant deferral / active EE | $948 | $3,136-69.8% | $4,008-76.3% | $4,212-77.5% |
| Admin fee / account holder | $51,314 | $5,786+786.8% | $6,956+637.6% | $7,344+598.7% |