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 | $31,289 | $78,672-60.2% | $109,143-71.3% | $85,850-63.6% |
| Participation rate | 38.8% | 68.3%-29.5pp | 75.9%-37.1pp | 69.3%-30.5pp |
| Annual return | 10.97% | 25.09%-14.1pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,351 | $3,467-61.0% | $4,653-71.0% | $3,952-65.8% |
| Admin fee / account holder | $352 | $5,469-93.6% | $6,752-94.8% | $6,260-94.4% |