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 | $10,255 | $60,892-83.2% | $82,389-87.6% | $84,808-87.9% |
| Participation rate | 25.6% | 63.3%-37.6pp | 69.5%-43.9pp | 68.3%-42.7pp |
| Annual return | 10.59% | 37.29%-26.7pp | 28.67%-18.1pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $210 | $3,179-93.4% | $4,155-95.0% | $4,212-95.0% |
| Admin fee / account holder | $1,687 | $5,467-69.2% | $7,231-76.7% | $7,344-77.0% |