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 | $34,962 | $48,230-27.5% | $67,502-48.2% | $80,856-56.8% |
| Participation rate | 60.4% | 66.4%-6.0pp | 72.9%-12.5pp | 67.6%-7.3pp |
| Annual return | 9.22% | 18.28%-9.1pp | 3512.12%-3502.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $502 | $2,020-75.2% | $2,731-81.6% | $2,755-81.8% |
| Participant deferral / active EE | $697 | $2,924-76.1% | $4,000-82.6% | $4,296-83.8% |
| Admin fee / account holder | $4,320 | $3,681+17.3% | $3,998+8.1% | $6,918-37.6% |