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 | $42,817 | $55,706-23.1% | $75,886-43.6% | $72,985-41.3% |
| Participation rate | 16.7% | 61.1%-44.5pp | 69.3%-52.6pp | 69.5%-52.8pp |
| Annual return | 13.36% | 27.59%-14.2pp | 30.76%-17.4pp | 81.00%-67.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $562 | $2,634-78.7% | $3,603-84.4% | $3,607-84.4% |
| Admin fee / account holder | $2,657 | $3,978-33.2% | $5,418-51.0% | $5,124-48.1% |