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 | $54,449 | $78,672-30.8% | $109,143-50.1% | $85,850-36.6% |
| Participation rate | 30.6% | 68.3%-37.7pp | 75.9%-45.3pp | 69.3%-38.8pp |
| Annual return | 8.37% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $831 | $2,735-69.6% | $3,722-77.7% | $2,565-67.6% |
| Participant deferral / active EE | $1,331 | $3,467-61.6% | $4,653-71.4% | $3,952-66.3% |
| Admin fee / account holder | $32,116 | $5,469+487.2% | $6,752+375.6% | $6,260+413.0% |