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 | $30,051 | $103,376-70.9% | $87,100-65.5% | $152,861-80.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 9.40% | 28.10%-18.7pp | 28.19%-18.8pp | 345.32%-335.9pp |
| Employer contribution / active EE | $688 | $3,220-78.6% | $2,521-72.7% | $4,762-85.5% |
| Participant deferral / active EE | $819 | $4,778-82.9% | $4,049-79.8% | $5,850-86.0% |
| Admin fee / account holder | $5,143 | $12,205-57.9% | $7,497-31.4% | $11,596-55.7% |