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 | $26,863 | $71,050-62.2% | $93,606-71.3% | $80,856-66.8% |
| Participation rate | 17.8% | 60.4%-42.6pp | 68.7%-50.9pp | 67.6%-49.8pp |
| Annual return | 8.12% | 11.26%-3.1pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $592 | $4,034-85.3% | $4,411-86.6% | $4,296-86.2% |
| Admin fee / account holder | $1,864 | $6,945-73.2% | $8,285-77.5% | $6,918-73.1% |