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 | $42,063 | $109,881-61.7% | $150,045-72.0% | $84,808-50.4% |
| Participation rate | 54.8% | 76.1%-21.3pp | 82.3%-27.6pp | 68.3%-13.5pp |
| Annual return | 9.59% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,024 | $3,561-71.3% | $4,693-78.2% | $2,631-61.1% |
| Participant deferral / active EE | $1,766 | $6,636-73.4% | $7,997-77.9% | $4,212-58.1% |
| Admin fee / account holder | $622 | $8,568-92.7% | $13,435-95.4% | $7,344-91.5% |