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 | $16,692 | $53,127-68.6% | $86,590-80.7% | $70,131-76.2% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 11.88% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $503 | $2,068-75.7% | $2,839-82.3% | $2,342-78.5% |
| Participant deferral / active EE | $687 | $2,696-74.5% | $3,609-81.0% | $3,332-79.4% |
| Admin fee / account holder | $13,861 | $3,585+286.6% | $4,906+182.5% | $4,645+198.4% |