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 | $24,473 | $58,208-58.0% | $81,812-70.1% | $80,856-69.7% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.3%-50.1pp | 67.6%-45.4pp |
| Annual return | 10.09% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $488 | $2,340-79.1% | $2,912-83.2% | $2,755-82.3% |
| Participant deferral / active EE | $227 | $3,281-93.1% | $4,319-94.7% | $4,296-94.7% |
| Admin fee / account holder | $1,725 | $4,981-65.4% | $7,386-76.6% | $6,918-75.1% |