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 | $20,728 | $210,648-90.2% | $177,989-88.4% | $145,922-85.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 3.20% | 385.86%-382.7pp | 294.48%-291.3pp | 561.29%-558.1pp |
| Employer contribution / active EE | $822 | $4,565-82.0% | $3,949-79.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,123 | $6,958-83.9% | $6,276-82.1% | $6,688-83.2% |
| Admin fee / account holder | $5,091 | $12,013-57.6% | $10,363-50.9% | $13,397-62.0% |