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 | $21,738 | $80,717-73.1% | $154,803-86.0% | $84,808-74.4% |
| Participation rate | 35.7% | 66.8%-31.1pp | 78.1%-42.4pp | 68.3%-32.6pp |
| Annual return | 13.04% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $396 | $2,761-85.6% | $4,305-90.8% | $2,631-84.9% |
| Participant deferral / active EE | $596 | $3,303-82.0% | $5,540-89.2% | $4,212-85.8% |
| Admin fee / account holder | $6,530 | $6,746-3.2% | $14,329-54.4% | $7,344-11.1% |