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 | $55,282 | $65,561-15.7% | $91,541-39.6% | $74,304-25.6% |
| Participation rate | 27.8% | 56.6%-28.8pp | 69.8%-42.0pp | 60.3%-32.6pp |
| Annual return | 12.32% | 17.68%-5.4pp | 20.50%-8.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $441 | $1,717-74.3% | $2,505-82.4% | $2,241-80.3% |
| Participant deferral / active EE | $638 | $2,918-78.1% | $4,008-84.1% | $3,767-83.1% |
| Admin fee / account holder | $22,632 | $3,333+579.1% | $6,956+225.3% | $2,969+662.3% |