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 | $33,296 | $88,751-62.5% | $81,812-59.3% | $145,922-77.2% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.3%-19.0pp | 80.3%-26.9pp |
| Annual return | 8.76% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $515 | $3,083-83.3% | $2,912-82.3% | $4,660-88.9% |
| Participant deferral / active EE | $545 | $4,643-88.3% | $4,319-87.4% | $6,688-91.8% |
| Admin fee / account holder | $3,215 | $8,415-61.8% | $7,386-56.5% | $13,397-76.0% |