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 | $46,849 | $70,669-33.7% | $169,368-72.3% | $75,163-37.7% |
| Participation rate | 27.5% | 64.8%-37.3pp | 77.1%-49.7pp | 67.2%-39.7pp |
| Annual return | 12.48% | 36.36%-23.9pp | 405.60%-393.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,379 | $2,211+52.8% | $4,013-15.8% | $2,670+26.5% |
| Participant deferral / active EE | $790 | $4,311-81.7% | $6,221-87.3% | $4,125-80.8% |
| Admin fee / account holder | $3,379 | $5,402-37.5% | $9,003-62.5% | $5,651-40.2% |