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 | $18,229 | $107,452-83.0% | $91,541-80.1% | $142,382-87.2% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.8%-33.4pp | 80.1%-43.8pp |
| Annual return | 4.67% | 22.06%-17.4pp | 20.50%-15.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $140 | $2,994-95.3% | $2,505-94.4% | $4,299-96.7% |
| Participant deferral / active EE | $146 | $4,754-96.9% | $4,008-96.4% | $6,507-97.8% |
| Admin fee / account holder | $763 | $8,834-91.4% | $6,956-89.0% | $12,624-94.0% |