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 5-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 | $27,555 | $65,409-57.9% | $98,442-72.0% | $85,850-67.9% |
| Participation rate | 9.1% | 65.0%-55.9pp | 73.3%-64.2pp | 69.3%-60.2pp |
| Annual return | 11.59% | 21.76%-10.2pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $287 | $2,168-86.8% | $2,960-90.3% | $2,565-88.8% |
| Participant deferral / active EE | $360 | $3,166-88.6% | $4,276-91.6% | $3,952-90.9% |
| Admin fee / account holder | $306 | $4,593-93.3% | $5,949-94.9% | $6,260-95.1% |