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 | $26,963 | $84,233-68.0% | $170,442-84.2% | $70,131-61.6% |
| Participation rate | 40.7% | 70.8%-30.1pp | 83.6%-42.9pp | 69.5%-28.8pp |
| Annual return | 9.23% | 23.06%-13.8pp | 205.93%-196.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $740 | $3,387-78.1% | $5,433-86.4% | $2,342-68.4% |
| Participant deferral / active EE | $787 | $3,086-74.5% | $4,939-84.1% | $3,332-76.4% |
| Admin fee / account holder | $2,943 | $5,698-48.4% | $13,880-78.8% | $4,645-36.6% |