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 8-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 | $29,242 | $100,326-70.9% | $180,183-83.8% | $84,808-65.5% |
| Participation rate | 49.1% | 71.0%-21.9pp | 77.4%-28.3pp | 68.3%-19.2pp |
| Annual return | 10.59% | 17.86%-7.3pp | 27.86%-17.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,582 | $3,269-51.6% | $5,039-68.6% | $2,631-39.9% |
| Participant deferral / active EE | $1,849 | $5,066-63.5% | $6,822-72.9% | $4,212-56.1% |
| Admin fee / account holder | $6,756 | $9,674-30.2% | $19,975-66.2% | $7,344-8.0% |