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 | $38,426 | $65,561-41.4% | $91,541-58.0% | $74,304-48.3% |
| Participation rate | 44.4% | 56.6%-12.1pp | 69.8%-25.3pp | 60.3%-15.9pp |
| Annual return | 10.57% | 17.68%-7.1pp | 20.50%-9.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $460 | $1,717-73.2% | $2,505-81.6% | $2,241-79.5% |
| Participant deferral / active EE | $752 | $2,918-74.2% | $4,008-81.2% | $3,767-80.0% |
| Admin fee / account holder | $2,952 | $3,333-11.4% | $6,956-57.6% | $2,969-0.6% |