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 | $25,314 | $77,145-67.2% | $108,410-76.6% | $85,850-70.5% |
| Participation rate | 64.0% | 74.7%-10.7pp | 80.1%-16.1pp | 69.3%-5.3pp |
| Annual return | 12.62% | 44.54%-31.9pp | 905.27%-892.7pp | 318.53%-305.9pp |
| Employer contribution / active EE | $440 | $2,379-81.5% | $3,558-87.6% | $2,565-82.9% |
| Participant deferral / active EE | $1,416 | $5,566-74.6% | $6,563-78.4% | $3,952-64.2% |
| Admin fee / account holder | $5,463 | $5,172+5.6% | $7,295-25.1% | $6,260-12.7% |