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 | $35,906 | $48,335-25.7% | $121,098-70.3% | $71,457-49.8% |
| Participation rate | 9.9% | 54.3%-44.4pp | 69.5%-59.6pp | 67.9%-58.0pp |
| Annual return | 1.70% | 23.32%-21.6pp | 985.75%-984.0pp | 28.85%-27.1pp |
| Employer contribution / active EE | $992 | $1,489-33.4% | $4,164-76.2% | $2,588-61.7% |
| Participant deferral / active EE | $489 | $2,754-82.2% | $4,080-88.0% | $4,289-88.6% |
| Admin fee / account holder | $2,589 | $1,841+40.7% | $5,644-54.1% | $1,587+63.1% |