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 6-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 | $56,711 | $44,897+26.3% | $84,966-33.3% | $199,593-71.6% |
| Participation rate | 3.3% | 45.7%-42.4pp | 67.5%-64.2pp | 72.0%-68.7pp |
| Annual return | 11.59% | 20.96%-9.4pp | 66.38%-54.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $143 | $1,365-89.5% | $2,727-94.7% | $3,034-95.3% |
| Participant deferral / active EE | $310 | $2,668-88.4% | $4,519-93.2% | $5,087-93.9% |
| Admin fee / account holder | $2,545 | $584+335.6% | $6,149-58.6% | $269+846.8% |