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 | $18,833 | $84,233-77.6% | $170,442-89.0% | $70,131-73.1% |
| Participation rate | 31.0% | 70.8%-39.8pp | 83.6%-52.6pp | 69.5%-38.5pp |
| Annual return | 9.67% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $383 | $3,387-88.7% | $5,433-93.0% | $2,342-83.7% |
| Participant deferral / active EE | $538 | $3,086-82.6% | $4,939-89.1% | $3,332-83.9% |
| Admin fee / account holder | $1,516 | $5,698-73.4% | $13,880-89.1% | $4,645-67.4% |