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 | $37,729 | $105,126-64.1% | $94,646-60.1% | $139,434-72.9% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 11.50% | 38.03%-26.5pp | 156.71%-145.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,084 | $4,106-73.6% | $3,672-70.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,423 | $7,599-81.3% | $7,418-80.8% | $6,710-78.8% |
| Admin fee / account holder | $11,648 | $8,984+29.7% | $7,231+61.1% | $11,403+2.2% |