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 | $29,609 | $50,637-41.5% | $86,590-65.8% | $62,292-52.5% |
| Participation rate | 26.9% | 67.9%-41.0pp | 73.5%-46.7pp | 69.5%-42.7pp |
| Annual return | 10.42% | 20.80%-10.4pp | 964.84%-954.4pp | 28.90%-18.5pp |
| Employer contribution / active EE | $349 | $2,075-83.2% | $2,839-87.7% | $2,042-82.9% |
| Participant deferral / active EE | $721 | $2,611-72.4% | $3,609-80.0% | $3,169-77.2% |
| Admin fee / account holder | $794 | $413+92.0% | $4,906-83.8% | $479+65.6% |