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 | $30,496 | $109,881-72.2% | $150,045-79.7% | $84,808-64.0% |
| Participation rate | 64.2% | 76.1%-11.9pp | 82.3%-18.1pp | 68.3%-4.1pp |
| Annual return | 11.07% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,016 | $3,561-71.5% | $4,693-78.3% | $2,631-61.4% |
| Participant deferral / active EE | $1,983 | $6,636-70.1% | $7,997-75.2% | $4,212-52.9% |
| Admin fee / account holder | $9,451 | $8,568+10.3% | $13,435-29.7% | $7,344+28.7% |