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 | $45,360 | $81,460-44.3% | $103,333-56.1% | $80,856-43.9% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 6.21% | 25.55%-19.3pp | 24.88%-18.7pp | 35.59%-29.4pp |
| Employer contribution / active EE | $933 | $3,105-69.9% | $3,868-75.9% | $2,755-66.1% |
| Participant deferral / active EE | $159 | $3,869-95.9% | $5,057-96.9% | $4,296-96.3% |
| Admin fee / account holder | $2,533 | $6,566-61.4% | $8,355-69.7% | $6,918-63.4% |