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 | $49,654 | $98,750-49.7% | $149,696-66.8% | $79,858-37.8% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.5%-45.9pp | 69.6%-33.0pp |
| Annual return | 10.71% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,093 | $3,216-66.0% | $4,644-76.5% | $2,471-55.8% |
| Participant deferral / active EE | $2,012 | $5,680-64.6% | $6,842-70.6% | $3,740-46.2% |
| Admin fee / account holder | $3,411 | $6,053-43.6% | $9,309-63.4% | $5,306-35.7% |