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 | $19,216 | $48,795-60.6% | $65,493-70.7% | $84,808-77.3% |
| Participation rate | 37.1% | 67.0%-29.8pp | 73.1%-36.0pp | 68.3%-31.2pp |
| Annual return | 10.81% | 20.20%-9.4pp | 982.45%-971.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $415 | $1,930-78.5% | $2,574-83.9% | $2,631-84.2% |
| Participant deferral / active EE | $508 | $2,928-82.7% | $3,961-87.2% | $4,212-87.9% |
| Admin fee / account holder | $7,674 | $3,877+97.9% | $5,028+52.6% | $7,344+4.5% |