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 | $51,672 | $68,547-24.6% | $120,354-57.1% | $80,856-36.1% |
| Participation rate | 42.4% | 61.6%-19.2pp | 71.9%-29.5pp | 67.6%-25.2pp |
| Annual return | 7.09% | 23.60%-16.5pp | 107.15%-100.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $848 | $2,051-58.7% | $3,463-75.5% | $2,755-69.2% |
| Participant deferral / active EE | $943 | $3,173-70.3% | $4,991-81.1% | $4,296-78.0% |
| Admin fee / account holder | $43,595 | $5,732+660.6% | $9,423+362.6% | $6,918+530.2% |