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 | $40,103 | $71,883-44.2% | $86,677-53.7% | $68,494-41.5% |
| Participation rate | 42.6% | 72.2%-29.6pp | 76.6%-34.0pp | 67.9%-25.3pp |
| Annual return | -19.14% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $672 | $2,173-69.1% | $2,836-76.3% | $2,596-74.1% |
| Participant deferral / active EE | $1,601 | $3,779-57.6% | $4,656-65.6% | $4,027-60.2% |
| Admin fee / account holder | $3,802 | $6,112-37.8% | $7,493-49.3% | $5,403-29.6% |