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 | $73,420 | $48,750+50.6% | $88,946-17.5% | $74,304-1.2% |
| Participation rate | 11.6% | 44.5%-32.9pp | 68.8%-57.2pp | 60.3%-48.7pp |
| Annual return | 4.03% | 25.91%-21.9pp | 57.82%-53.8pp | 29.43%-25.4pp |
| Employer contribution / active EE | $246 | $1,255-80.4% | $2,555-90.4% | $2,241-89.0% |
| Participant deferral / active EE | $498 | $2,423-79.4% | $4,581-89.1% | $3,767-86.8% |
| Admin fee / account holder | $67,453 | $3,756+1696.0% | $8,261+716.5% | $2,969+2172.0% |