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 | $30,553 | $63,355-51.8% | $91,989-66.8% | $72,985-58.1% |
| Participation rate | 36.4% | 72.5%-36.2pp | 78.6%-42.3pp | 69.5%-33.1pp |
| Annual return | 17.48% | 35.35%-17.9pp | 69.02%-51.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $935 | $2,116-55.8% | $3,452-72.9% | $2,440-61.7% |
| Participant deferral / active EE | $1,467 | $4,883-70.0% | $5,923-75.2% | $3,607-59.3% |
| Admin fee / account holder | $1,829 | $4,668-60.8% | $7,743-76.4% | $5,124-64.3% |