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 | $26,387 | $78,672-66.5% | $109,143-75.8% | $85,850-69.3% |
| Participation rate | 47.3% | 68.3%-21.0pp | 75.9%-28.6pp | 69.3%-22.1pp |
| Annual return | 11.18% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $883 | $2,735-67.7% | $3,722-76.3% | $2,565-65.6% |
| Participant deferral / active EE | $1,047 | $3,467-69.8% | $4,653-77.5% | $3,952-73.5% |
| Admin fee / account holder | $399 | $5,469-92.7% | $6,752-94.1% | $6,260-93.6% |