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 | $10,660 | $60,022-82.2% | $88,946-88.0% | $84,808-87.4% |
| Participation rate | 26.0% | 57.8%-31.8pp | 68.8%-42.8pp | 68.3%-42.3pp |
| Annual return | 9.91% | 22.43%-12.5pp | 57.82%-47.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $370 | $3,114-88.1% | $4,581-91.9% | $4,212-91.2% |
| Admin fee / account holder | $3,824 | $4,811-20.5% | $8,261-53.7% | $7,344-47.9% |