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 | $34,452 | $51,045-32.5% | $70,515-51.1% | $71,457-51.8% |
| Participation rate | 13.8% | 59.4%-45.7pp | 68.3%-54.6pp | 67.9%-54.2pp |
| Annual return | 11.91% | 42.63%-30.7pp | 32.77%-20.9pp | 28.85%-16.9pp |
| Employer contribution / active EE | $382 | $1,790-78.7% | $2,973-87.1% | $2,588-85.2% |
| Participant deferral / active EE | $715 | $3,026-76.4% | $4,567-84.4% | $4,289-83.3% |
| Admin fee / account holder | $13,100 | $1,994+557.1% | $6,412+104.3% | $1,587+725.3% |