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 | $43,242 | $67,703-36.1% | $127,761-66.2% | $65,185-33.7% |
| Participation rate | 14.9% | 74.5%-59.6pp | 79.0%-64.1pp | 70.2%-55.3pp |
| Annual return | 16.06% | 24.36%-8.3pp | 26.14%-10.1pp | 29.38%-13.3pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,574-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,176 | $4,787-75.4% | $6,021-80.5% | $3,514-66.5% |
| Admin fee / account holder | $19,945 | $618+3125.0% | $9,395+112.3% | $847+2254.5% |