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 | $29,443 | $49,173-40.1% | $121,098-75.7% | $75,163-60.8% |
| Participation rate | 27.3% | 55.4%-28.1pp | 69.5%-42.2pp | 67.2%-39.9pp |
| Annual return | 13.30% | 55.99%-42.7pp | 985.75%-972.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $390 | $1,546-74.8% | $4,164-90.6% | $2,670-85.4% |
| Participant deferral / active EE | $562 | $2,628-78.6% | $4,080-86.2% | $4,125-86.4% |
| Admin fee / account holder | $3,836 | $3,942-2.7% | $5,644-32.0% | $5,651-32.1% |