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 | $53,065 | $81,625-35.0% | $167,512-68.3% | $74,304-28.6% |
| Participation rate | 23.1% | 60.0%-37.0pp | 77.1%-54.0pp | 60.3%-37.3pp |
| Annual return | 12.14% | 26.09%-14.0pp | 1615.79%-1603.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $512 | $2,010-74.5% | $3,882-86.8% | $2,241-77.2% |
| Participant deferral / active EE | $1,197 | $4,115-70.9% | $6,405-81.3% | $3,767-68.2% |
| Admin fee / account holder | $2,406 | $3,474-30.7% | $9,769-75.4% | $2,969-18.9% |