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 | $63,813 | $64,839-1.6% | $95,585-33.2% | $84,808-24.8% |
| Participation rate | 29.4% | 63.8%-34.4pp | 72.1%-42.7pp | 68.3%-38.9pp |
| Annual return | 11.19% | -670.96%+682.1pp | 38.56%-27.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $806 | $2,965-72.8% | $4,023-80.0% | $4,212-80.9% |
| Admin fee / account holder | $5,620 | $5,964-5.8% | $6,127-8.3% | $7,344-23.5% |