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 | $24,895 | $65,365-61.9% | $92,893-73.2% | $72,985-65.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 15.25% | 42.10%-26.9pp | 109.41%-94.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $4,799 | $2,594+85.0% | $3,653+31.4% | $2,440+96.7% |
| Participant deferral / active EE | $618 | $3,128-80.2% | $4,236-85.4% | $3,607-82.9% |
| Admin fee / account holder | $5,088 | $4,251+19.7% | $5,794-12.2% | $5,124-0.7% |