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 | $49,028 | $60,124-18.5% | $90,404-45.8% | $79,858-38.6% |
| Participation rate | 29.4% | 65.0%-35.6pp | 72.7%-43.3pp | 69.6%-40.2pp |
| Annual return | 9.72% | 71.94%-62.2pp | 1293.02%-1283.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $336 | $2,068-83.8% | $3,262-89.7% | $2,471-86.4% |
| Participant deferral / active EE | $696 | $2,938-76.3% | $3,963-82.4% | $3,740-81.4% |
| Admin fee / account holder | $9,113 | $3,976+129.2% | $5,611+62.4% | $5,306+71.7% |