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 | $27,835 | $72,492-61.6% | $87,100-68.0% | $72,985-61.9% |
| Participation rate | 25.6% | 72.8%-47.2pp | 76.9%-51.2pp | 69.5%-43.8pp |
| Annual return | 11.63% | 24.46%-12.8pp | 28.19%-16.6pp | 81.00%-69.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $500 | $3,270-84.7% | $4,049-87.6% | $3,607-86.1% |
| Admin fee / account holder | $4,241 | $5,055-16.1% | $7,497-43.4% | $5,124-17.2% |