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 | $47,260 | $65,041-27.3% | $90,951-48.0% | $79,858-40.8% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 6.91% | 30.45%-23.5pp | 134.60%-127.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $408 | $1,247-67.3% | $2,122-80.8% | $2,471-83.5% |
| Participant deferral / active EE | $722 | $2,512-71.2% | $3,373-78.6% | $3,740-80.7% |
| Admin fee / account holder | $1,028 | $4,536-77.3% | $5,959-82.8% | $5,306-80.6% |