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 | $53,406 | $70,475-24.2% | $100,516-46.9% | $79,858-33.1% |
| Participation rate | 20.5% | 73.7%-53.1pp | 79.4%-58.9pp | 69.6%-49.1pp |
| Annual return | 9.76% | 21.90%-12.1pp | 30.89%-21.1pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $921 | $5,181-82.2% | $6,270-85.3% | $3,740-75.4% |
| Admin fee / account holder | $5,514 | $4,478+23.1% | $8,081-31.8% | $5,306+3.9% |