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 | $37,624 | $58,512-35.7% | $84,015-55.2% | $72,985-48.4% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.6pp | 69.5%-33.1pp |
| Annual return | 12.32% | 28.93%-16.6pp | 71.31%-59.0pp | 81.00%-68.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,066 | $2,394-55.5% | $3,239-67.1% | $3,607-70.4% |
| Admin fee / account holder | $12,408 | $4,569+171.6% | $6,101+103.4% | $5,124+142.1% |