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 | $33,029 | $63,346-47.9% | $92,233-64.2% | $70,131-52.9% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 12.11% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,196 | $2,471-51.6% | $3,679-67.5% | $2,342-48.9% |
| Participant deferral / active EE | $936 | $2,854-67.2% | $3,897-76.0% | $3,332-71.9% |
| Admin fee / account holder | $15,153 | $3,840+294.6% | $5,194+191.8% | $4,645+226.2% |