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 | $52,876 | $72,994-27.6% | $120,354-56.1% | $77,643-31.9% |
| Participation rate | 21.7% | 55.2%-33.6pp | 71.9%-50.2pp | 70.6%-48.9pp |
| Annual return | 9.86% | 18.23%-8.4pp | 107.15%-97.3pp | 31.24%-21.4pp |
| Employer contribution / active EE | $492 | $1,793-72.6% | $3,463-85.8% | $2,726-82.0% |
| Participant deferral / active EE | $900 | $3,011-70.1% | $4,991-82.0% | $4,647-80.6% |
| Admin fee / account holder | $11,587 | $658+1661.1% | $9,423+23.0% | $430+2592.0% |