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 | $42,395 | $85,202-50.2% | $172,739-75.5% | $72,985-41.9% |
| Participation rate | 35.1% | 70.1%-35.0pp | 82.6%-47.6pp | 69.5%-34.4pp |
| Annual return | 4.71% | 27.32%-22.6pp | 802.84%-798.1pp | 81.00%-76.3pp |
| Employer contribution / active EE | $509 | $3,324-84.7% | $5,143-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $635 | $3,260-80.5% | $5,198-87.8% | $3,607-82.4% |
| Admin fee / account holder | $1,422 | $5,884-75.8% | $13,954-89.8% | $5,124-72.2% |