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 5-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 | $21,812 | $61,272-64.4% | $149,673-85.4% | $71,457-69.5% |
| Participation rate | 36.1% | 62.5%-26.4pp | 78.8%-42.7pp | 67.9%-31.9pp |
| Annual return | 9.86% | 35.85%-26.0pp | 134.42%-124.6pp | 28.85%-19.0pp |
| Employer contribution / active EE | $374 | $2,378-84.3% | $4,818-92.2% | $2,588-85.5% |
| Participant deferral / active EE | $514 | $2,917-82.4% | $5,680-91.0% | $4,289-88.0% |
| Admin fee / account holder | $1,696 | $1,261+34.4% | $13,210-87.2% | $1,587+6.8% |