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 | $23,695 | $99,877-76.3% | $84,966-72.1% | $145,922-83.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 4.52% | 83.76%-79.2pp | 66.38%-61.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $436 | $3,231-86.5% | $2,727-84.0% | $4,660-90.6% |
| Participant deferral / active EE | $520 | $5,291-90.2% | $4,519-88.5% | $6,688-92.2% |
| Admin fee / account holder | $3,047 | $7,248-58.0% | $6,149-50.4% | $13,397-77.3% |