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 | $9,300 | $58,208-84.0% | $81,812-88.6% | $80,856-88.5% |
| Participation rate | 49.2% | 63.4%-14.3pp | 72.3%-23.2pp | 67.6%-18.5pp |
| Annual return | 10.47% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $958 | $2,340-59.0% | $2,912-67.1% | $2,755-65.2% |
| Participant deferral / active EE | $590 | $3,281-82.0% | $4,319-86.3% | $4,296-86.3% |
| Admin fee / account holder | $2,084 | $4,981-58.2% | $7,386-71.8% | $6,918-69.9% |