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 | $47,946 | $77,503-38.1% | $100,391-52.2% | $80,856-40.7% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-25.9pp | 67.6%-12.1pp |
| Annual return | 11.35% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,113 | $2,801-60.3% | $3,942-71.8% | $2,755-59.6% |
| Participant deferral / active EE | $1,497 | $6,820-78.1% | $8,082-81.5% | $4,296-65.2% |
| Admin fee / account holder | $27,236 | $5,897+361.9% | $7,899+244.8% | $6,918+293.7% |