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 | $17,998 | $48,335-62.8% | $121,098-85.1% | $71,457-74.8% |
| Participation rate | 29.4% | 54.3%-24.8pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | 14.56% | 23.32%-8.8pp | 985.75%-971.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $423 | $1,489-71.6% | $4,164-89.8% | $2,588-83.6% |
| Participant deferral / active EE | $539 | $2,754-80.4% | $4,080-86.8% | $4,289-87.4% |
| Admin fee / account holder | $364 | $1,841-80.2% | $5,644-93.5% | $1,587-77.1% |