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 | $33,296 | $37,426-11.0% | $77,482-57.0% | $79,858-58.3% |
| Participation rate | 35.7% | 41.5%-5.8pp | 54.2%-18.5pp | 69.6%-33.9pp |
| Annual return | 9.34% | 39.70%-30.4pp | 54.79%-45.4pp | 31.71%-22.4pp |
| Employer contribution / active EE | $177 | $637-72.2% | $986-82.0% | $2,471-92.8% |
| Participant deferral / active EE | $277 | $1,260-78.1% | $1,861-85.1% | $3,740-92.6% |
| Admin fee / account holder | $4,565 | $2,504+82.3% | $2,858+59.7% | $5,306-14.0% |