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 | $20,401 | $31,310-34.8% | $53,898-62.1% | $74,304-72.5% |
| Participation rate | 9.2% | 30.7%-21.4pp | 55.0%-45.7pp | 60.3%-51.1pp |
| Annual return | 11.76% | 23.16%-11.4pp | 528.60%-516.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $52 | $934-94.4% | $1,826-97.1% | $3,767-98.6% |
| Admin fee / account holder | $1,516 | $2,175-30.3% | $2,491-39.1% | $2,969-48.9% |