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 9-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 | $43,214 | $94,625-54.3% | $116,228-62.8% | $84,808-49.0% |
| Participation rate | 34.0% | 70.4%-36.4pp | 74.6%-40.5pp | 68.3%-34.3pp |
| Annual return | 11.84% | 20.40%-8.6pp | 90.06%-78.2pp | 40.90%-29.1pp |
| Employer contribution / active EE | $696 | $2,347-70.3% | $2,994-76.8% | $2,631-73.5% |
| Participant deferral / active EE | $999 | $3,972-74.8% | $4,953-79.8% | $4,212-76.3% |
| Admin fee / account holder | $28,077 | $10,091+178.2% | $11,989+134.2% | $7,344+282.3% |