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 | $73,286 | $86,929-15.7% | $102,423-28.4% | $80,856-9.4% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 6.26% | 18.88%-12.6pp | 29.32%-23.1pp | 35.59%-29.3pp |
| Employer contribution / active EE | $705 | $2,369-70.2% | $3,023-76.7% | $2,755-74.4% |
| Participant deferral / active EE | $855 | $4,118-79.2% | $5,053-83.1% | $4,296-80.1% |
| Admin fee / account holder | $5,169 | $8,049-35.8% | $9,451-45.3% | $6,918-25.3% |