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 | $32,320 | $60,022-46.2% | $88,946-63.7% | $84,808-61.9% |
| Participation rate | 14.3% | 57.8%-43.6pp | 68.8%-54.6pp | 68.3%-54.0pp |
| Annual return | 10.62% | 22.43%-11.8pp | 57.82%-47.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $431 | $1,703-74.7% | $2,555-83.1% | $2,631-83.6% |
| Participant deferral / active EE | $483 | $3,114-84.5% | $4,581-89.5% | $4,212-88.5% |
| Admin fee / account holder | $348 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |