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 | $17,631 | $24,730-28.7% | $66,042-73.3% | $84,808-79.2% |
| Participation rate | 23.4% | 68.1%-44.7pp | 67.5%-44.1pp | 68.3%-44.9pp |
| Annual return | 7.98% | 79.55%-71.6pp | 52.11%-44.1pp | 40.90%-32.9pp |
| Employer contribution / active EE | $551 | $857-35.7% | $1,579-65.1% | $2,631-79.1% |
| Participant deferral / active EE | $589 | $1,737-66.1% | $2,835-79.2% | $4,212-86.0% |
| Admin fee / account holder | $45,392 | $3,014+1406.1% | $5,747+689.9% | $7,344+518.1% |