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 | $30,134 | $69,362-56.6% | $101,248-70.2% | $73,488-59.0% |
| Participation rate | 20.6% | 68.4%-47.8pp | 75.8%-55.2pp | 70.7%-50.1pp |
| Annual return | 9.80% | 18.46%-8.7pp | 46.47%-36.7pp | 28.51%-18.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $526 | $3,300-84.0% | $4,370-88.0% | $3,740-85.9% |
| Admin fee / account holder | $5,976 | $704+749.4% | $5,945+0.5% | $513+1064.8% |