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 | $24,223 | $81,460-70.3% | $103,333-76.6% | $80,856-70.0% |
| Participation rate | 37.8% | 66.8%-29.1pp | 74.5%-36.8pp | 67.6%-29.9pp |
| Annual return | 9.61% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,603 | $3,105-16.2% | $3,868-32.7% | $2,755-5.5% |
| Participant deferral / active EE | $607 | $3,869-84.3% | $5,057-88.0% | $4,296-85.9% |
| Admin fee / account holder | $4,706 | $6,566-28.3% | $8,355-43.7% | $6,918-32.0% |