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 | $22,498 | $58,264-61.4% | $86,612-74.0% | $71,457-68.5% |
| Participation rate | 15.0% | 65.0%-49.9pp | 71.7%-56.7pp | 67.9%-52.9pp |
| Annual return | 11.62% | 21.63%-10.0pp | 591.07%-579.5pp | 28.85%-17.2pp |
| Employer contribution / active EE | $444 | $2,574-82.8% | $3,022-85.3% | $2,588-82.8% |
| Participant deferral / active EE | $737 | $3,436-78.6% | $4,438-83.4% | $4,289-82.8% |
| Admin fee / account holder | $1,395 | $1,057+32.0% | $5,614-75.2% | $1,587-12.1% |