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 | $30,943 | $51,576-40.0% | $129,207-76.1% | $80,856-61.7% |
| Participation rate | 26.6% | 57.0%-30.4pp | 69.6%-43.0pp | 67.6%-41.1pp |
| Annual return | 10.29% | 20.81%-10.5pp | 9417.33%-9407.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $440 | $1,584-72.2% | $4,153-89.4% | $2,755-84.0% |
| Participant deferral / active EE | $624 | $2,669-76.6% | $4,168-85.0% | $4,296-85.5% |
| Admin fee / account holder | $4,707 | $4,305+9.3% | $7,715-39.0% | $6,918-32.0% |