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 | $16,048 | $81,248-80.2% | $155,509-89.7% | $80,856-80.2% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 5.83% | 33.31%-27.5pp | 64.67%-58.8pp | 35.59%-29.8pp |
| Employer contribution / active EE | $614 | $3,100-80.2% | $4,672-86.9% | $2,755-77.7% |
| Participant deferral / active EE | $671 | $3,452-80.5% | $5,626-88.1% | $4,296-84.4% |
| Admin fee / account holder | $2,593 | $7,997-67.6% | $15,912-83.7% | $6,918-62.5% |