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 9-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 | $19,560 | $80,717-75.8% | $154,803-87.4% | $84,808-76.9% |
| Participation rate | 31.0% | 66.8%-35.9pp | 78.1%-47.1pp | 68.3%-37.4pp |
| Annual return | 12.59% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $345 | $2,761-87.5% | $4,305-92.0% | $2,631-86.9% |
| Participant deferral / active EE | $746 | $3,303-77.4% | $5,540-86.5% | $4,212-82.3% |
| Admin fee / account holder | $950 | $6,746-85.9% | $14,329-93.4% | $7,344-87.1% |