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 | $32,103 | $77,314-58.5% | $177,989-82.0% | $80,856-60.3% |
| Participation rate | 30.2% | 65.7%-35.5pp | 77.1%-46.9pp | 67.6%-37.4pp |
| Annual return | 7.00% | 18.09%-11.1pp | 294.48%-287.5pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,676 | $2,292-26.9% | $3,949-57.5% | $2,755-39.1% |
| Participant deferral / active EE | $502 | $4,411-88.6% | $6,276-92.0% | $4,296-88.3% |
| Admin fee / account holder | $24,492 | $7,191+240.6% | $10,363+136.3% | $6,918+254.0% |