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 | $53,103 | $72,012-26.3% | $185,823-71.4% | $79,858-33.5% |
| Participation rate | 34.2% | 65.8%-31.6pp | 78.0%-43.8pp | 69.6%-35.4pp |
| Annual return | 6.37% | 23.12%-16.8pp | 35.95%-29.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $502 | $1,965-74.5% | $4,087-87.7% | $2,471-79.7% |
| Participant deferral / active EE | $621 | $3,779-83.6% | $5,632-89.0% | $3,740-83.4% |
| Admin fee / account holder | $33,560 | $4,513+643.7% | $9,500+253.3% | $5,306+532.5% |