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 | $18,170 | $80,717-77.5% | $154,803-88.3% | $84,808-78.6% |
| Participation rate | 50.8% | 66.8%-16.0pp | 78.1%-27.3pp | 68.3%-17.5pp |
| Annual return | 12.64% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,225 | $2,761-55.6% | $4,305-71.5% | $2,631-53.4% |
| Participant deferral / active EE | $153 | $3,303-95.4% | $5,540-97.2% | $4,212-96.4% |
| Admin fee / account holder | $2,653 | $6,746-60.7% | $14,329-81.5% | $7,344-63.9% |