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 | $43,322 | $71,050-39.0% | $93,606-53.7% | $80,856-46.4% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.6%-31.6pp |
| Annual return | 5.00% | 11.26%-6.3pp | 133.20%-128.2pp | 35.59%-30.6pp |
| Employer contribution / active EE | $514 | $1,564-67.1% | $2,420-78.7% | $2,755-81.3% |
| Participant deferral / active EE | $779 | $4,034-80.7% | $4,411-82.3% | $4,296-81.9% |
| Admin fee / account holder | $3,994 | $6,945-42.5% | $8,285-51.8% | $6,918-42.3% |