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 | $68,523 | $94,625-27.6% | $116,228-41.0% | $84,808-19.2% |
| Participation rate | 38.6% | 70.4%-31.8pp | 74.6%-35.9pp | 68.3%-29.7pp |
| Annual return | 5.95% | 20.40%-14.5pp | 90.06%-84.1pp | 40.90%-34.9pp |
| Employer contribution / active EE | $1,286 | $2,347-45.2% | $2,994-57.0% | $2,631-51.1% |
| Participant deferral / active EE | $1,382 | $3,972-65.2% | $4,953-72.1% | $4,212-67.2% |
| Admin fee / account holder | $19,872 | $10,091+96.9% | $11,989+65.7% | $7,344+170.6% |