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 | $47,686 | $79,013-39.6% | $100,391-52.5% | $74,495-36.0% |
| Participation rate | 57.9% | 79.5%-21.6pp | 81.5%-23.6pp | 67.2%-9.3pp |
| Annual return | 11.98% | 20.41%-8.4pp | 49.20%-37.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $868 | $3,021-71.3% | $3,942-78.0% | $2,623-66.9% |
| Participant deferral / active EE | $2,534 | $7,760-67.3% | $8,082-68.6% | $4,346-41.7% |
| Admin fee / account holder | $736 | $1,320-44.2% | $7,899-90.7% | $1,942-62.1% |