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 | $60,837 | $86,286-29.5% | $111,297-45.3% | $85,850-29.1% |
| Participation rate | 34.4% | 73.3%-38.9pp | 77.3%-42.9pp | 69.3%-34.9pp |
| Annual return | 9.06% | 19.99%-10.9pp | 54.65%-45.6pp | 318.53%-309.5pp |
| Employer contribution / active EE | $641 | $2,043-68.6% | $2,731-76.5% | $2,565-75.0% |
| Participant deferral / active EE | $1,173 | $3,641-67.8% | $4,487-73.9% | $3,952-70.3% |
| Admin fee / account holder | $28,728 | $8,188+250.9% | $7,964+260.7% | $6,260+358.9% |