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 | $42,205 | $64,839-34.9% | $95,585-55.8% | $84,808-50.2% |
| Participation rate | 11.1% | 63.8%-52.7pp | 72.1%-61.0pp | 68.3%-57.2pp |
| Annual return | 13.05% | -670.96%+684.0pp | 38.56%-25.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $403 | $1,759-77.1% | $2,527-84.1% | $2,631-84.7% |
| Participant deferral / active EE | $707 | $2,965-76.2% | $4,023-82.4% | $4,212-83.2% |
| Admin fee / account holder | $81,179 | $5,964+1261.1% | $6,127+1224.9% | $7,344+1005.4% |