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 | $22,264 | $77,899-71.4% | $149,673-85.1% | $75,163-70.4% |
| Participation rate | 31.5% | 65.6%-34.1pp | 78.8%-47.3pp | 67.2%-35.7pp |
| Annual return | 11.12% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $513 | $3,137-83.7% | $4,818-89.4% | $2,670-80.8% |
| Participant deferral / active EE | $702 | $3,411-79.4% | $5,680-87.6% | $4,125-83.0% |
| Admin fee / account holder | $3,823 | $5,956-35.8% | $13,210-71.1% | $5,651-32.3% |