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 | $42,329 | $99,957-57.7% | $149,696-71.7% | $73,488-42.4% |
| Participation rate | 36.8% | 75.7%-38.9pp | 82.5%-45.7pp | 70.7%-33.9pp |
| Annual return | 11.54% | 53.87%-42.3pp | 276.60%-265.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $923 | $3,191-71.1% | $4,644-80.1% | $2,270-59.4% |
| Participant deferral / active EE | $2,402 | $6,073-60.4% | $6,842-64.9% | $3,740-35.8% |
| Admin fee / account holder | $3,489 | $551+533.6% | $9,309-62.5% | $513+580.1% |