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 | $57,387 | $109,413-47.6% | $156,263-63.3% | $84,808-32.3% |
| Participation rate | 42.2% | 72.7%-30.5pp | 78.9%-36.7pp | 68.3%-26.1pp |
| Annual return | 10.06% | 20.18%-10.1pp | 59.47%-49.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,024 | $2,907-64.8% | $4,333-76.4% | $2,631-61.1% |
| Participant deferral / active EE | $1,832 | $4,590-60.1% | $6,158-70.2% | $4,212-56.5% |
| Admin fee / account holder | $28,941 | $9,357+209.3% | $14,255+103.0% | $7,344+294.1% |