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 | $14,012 | $57,281-75.5% | $86,612-83.8% | $75,163-81.4% |
| Participation rate | 34.5% | 63.2%-28.7pp | 71.7%-37.2pp | 67.2%-32.7pp |
| Annual return | 9.25% | 2670.75%-2661.5pp | 591.07%-581.8pp | 160.62%-151.4pp |
| Employer contribution / active EE | $317 | $2,314-86.3% | $3,022-89.5% | $2,670-88.1% |
| Participant deferral / active EE | $753 | $3,318-77.3% | $4,438-83.0% | $4,125-81.7% |
| Admin fee / account holder | $5,759 | $4,112+40.1% | $5,614+2.6% | $5,651+1.9% |