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 | $19,242 | $91,190-78.9% | $178,490-89.2% | $79,858-75.9% |
| Participation rate | 59.1% | 69.2%-10.1pp | 81.9%-22.8pp | 69.6%-10.5pp |
| Annual return | 4.28% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $635 | $3,256-80.5% | $5,011-87.3% | $2,471-74.3% |
| Participant deferral / active EE | $809 | $3,236-75.0% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $792 | $6,751-88.3% | $13,984-94.3% | $5,306-85.1% |