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 | $25,623 | $48,230-46.9% | $67,502-62.0% | $80,856-68.3% |
| Participation rate | 27.1% | 66.4%-39.2pp | 72.9%-45.7pp | 67.6%-40.5pp |
| Annual return | 7.89% | 18.28%-10.4pp | 3512.12%-3504.2pp | 35.59%-27.7pp |
| Employer contribution / active EE | $377 | $2,020-81.3% | $2,731-86.2% | $2,755-86.3% |
| Participant deferral / active EE | $615 | $2,924-79.0% | $4,000-84.6% | $4,296-85.7% |
| Admin fee / account holder | $6,190 | $3,681+68.2% | $3,998+54.9% | $6,918-10.5% |