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 | $35,819 | $48,795-26.6% | $65,493-45.3% | $84,808-57.8% |
| Participation rate | 58.3% | 67.0%-8.6pp | 73.1%-14.8pp | 68.3%-10.0pp |
| Annual return | 10.55% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $538 | $1,930-72.1% | $2,574-79.1% | $2,631-79.6% |
| Participant deferral / active EE | $766 | $2,928-73.8% | $3,961-80.7% | $4,212-81.8% |
| Admin fee / account holder | $2,475 | $3,877-36.2% | $5,028-50.8% | $7,344-66.3% |