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 | $46,169 | $68,914-33.0% | $136,749-66.2% | $74,304-37.9% |
| Participation rate | 25.4% | 51.3%-26.0pp | 72.1%-46.8pp | 60.3%-35.0pp |
| Annual return | 10.25% | 16.34%-6.1pp | 24.33%-14.1pp | 29.43%-19.2pp |
| Employer contribution / active EE | $994 | $1,561-36.4% | $3,400-70.8% | $2,241-55.7% |
| Participant deferral / active EE | $482 | $2,541-81.0% | $4,692-89.7% | $3,767-87.2% |
| Admin fee / account holder | $992 | $3,149-68.5% | $11,386-91.3% | $2,969-66.6% |