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 | $28,203 | $73,933-61.9% | $96,683-70.8% | $75,163-62.5% |
| Participation rate | 20.5% | 66.4%-45.9pp | 74.3%-53.8pp | 67.2%-46.7pp |
| Annual return | 8.38% | 26.70%-18.3pp | 35.69%-27.3pp | 160.62%-152.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $307 | $3,659-91.6% | $4,878-93.7% | $4,125-92.6% |
| Admin fee / account holder | $1,112 | $5,216-78.7% | $6,730-83.5% | $5,651-80.3% |