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 | $37,741 | $70,587-46.5% | $124,672-69.7% | $85,850-56.0% |
| Participation rate | 28.2% | 64.4%-36.2pp | 74.6%-46.4pp | 69.3%-41.1pp |
| Annual return | 11.04% | 20688.83%-20677.8pp | 5142.93%-5131.9pp | 318.53%-307.5pp |
| Employer contribution / active EE | $575 | $1,913-70.0% | $3,324-82.7% | $2,565-77.6% |
| Participant deferral / active EE | $991 | $2,969-66.6% | $4,614-78.5% | $3,952-74.9% |
| Admin fee / account holder | $2,851 | $5,282-46.0% | $7,493-61.9% | $6,260-54.5% |