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 | $55,220 | $86,929-36.5% | $102,423-46.1% | $80,856-31.7% |
| Participation rate | 22.6% | 72.4%-49.8pp | 76.5%-53.9pp | 67.6%-45.1pp |
| Annual return | 10.07% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $218 | $4,118-94.7% | $5,053-95.7% | $4,296-94.9% |
| Admin fee / account holder | $4,960 | $8,049-38.4% | $9,451-47.5% | $6,918-28.3% |