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 | $45,986 | $80,717-43.0% | $154,803-70.3% | $84,808-45.8% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 0.76% | 37.96%-37.2pp | 58.88%-58.1pp | 40.90%-40.1pp |
| Employer contribution / active EE | $606 | $2,761-78.0% | $4,305-85.9% | $2,631-77.0% |
| Participant deferral / active EE | $851 | $3,303-74.2% | $5,540-84.6% | $4,212-79.8% |
| Admin fee / account holder | $48,328 | $6,746+616.4% | $14,329+237.3% | $7,344+558.1% |