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 | $31,657 | $81,208-61.0% | $98,907-68.0% | $79,858-60.4% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 3.39% | 60.99%-57.6pp | 196.43%-193.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,199 | $1,960-38.8% | $2,689-55.4% | $2,471-51.5% |
| Participant deferral / active EE | $1,199 | $3,265-63.3% | $4,244-71.8% | $3,740-67.9% |
| Admin fee / account holder | $6,328 | $6,013+5.2% | $6,642-4.7% | $5,306+19.3% |