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 | $16,175 | $80,717-80.0% | $154,803-89.6% | $84,808-80.9% |
| Participation rate | 55.0% | 66.8%-11.8pp | 78.1%-23.1pp | 68.3%-13.3pp |
| Annual return | 11.69% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $367 | $2,761-86.7% | $4,305-91.5% | $2,631-86.1% |
| Participant deferral / active EE | $731 | $3,303-77.9% | $5,540-86.8% | $4,212-82.6% |
| Admin fee / account holder | $1,925 | $6,746-71.5% | $14,329-86.6% | $7,344-73.8% |