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 | $21,772 | $65,409-66.7% | $98,442-77.9% | $85,850-74.6% |
| Participation rate | 32.4% | 65.0%-32.6pp | 73.3%-40.9pp | 69.3%-36.9pp |
| Annual return | 9.20% | 21.76%-12.6pp | 1492.73%-1483.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $521 | $2,168-76.0% | $2,960-82.4% | $2,565-79.7% |
| Participant deferral / active EE | $634 | $3,166-80.0% | $4,276-85.2% | $3,952-84.0% |
| Admin fee / account holder | $641 | $4,593-86.1% | $5,949-89.2% | $6,260-89.8% |