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 | $29,246 | $53,053-44.9% | $126,539-76.9% | $74,304-60.6% |
| Participation rate | 23.1% | 48.0%-24.9pp | 69.8%-46.7pp | 60.3%-37.2pp |
| Annual return | 9.99% | 29.46%-19.5pp | 425.95%-416.0pp | 29.43%-19.4pp |
| Employer contribution / active EE | $790 | $1,168-32.3% | $3,674-78.5% | $2,241-64.7% |
| Participant deferral / active EE | $158 | $2,303-93.1% | $4,083-96.1% | $3,767-95.8% |
| Admin fee / account holder | $6,261 | $3,698+69.3% | $6,065+3.2% | $2,969+110.9% |