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 | $43,963 | $61,660-28.7% | $80,019-45.1% | $64,186-31.5% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | -13.92% | -0.33%-13.6pp | 11.22%-25.1pp | 7.63%-21.6pp |
| Employer contribution / active EE | $790 | $1,810-56.3% | $2,468-68.0% | $2,381-66.8% |
| Participant deferral / active EE | $1,047 | $2,968-64.7% | $3,686-71.6% | $3,470-69.8% |
| Admin fee / account holder | $345 | $5,417-93.6% | $6,521-94.7% | $4,888-92.9% |