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 | $53,643 | $77,503-30.8% | $100,391-46.6% | $80,856-33.7% |
| Participation rate | 48.0% | 76.9%-28.9pp | 81.5%-33.5pp | 67.6%-19.6pp |
| Annual return | 8.70% | 37.20%-28.5pp | 49.20%-40.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,415 | $6,820-79.3% | $8,082-82.5% | $4,296-67.1% |
| Admin fee / account holder | $2,300 | $5,897-61.0% | $7,899-70.9% | $6,918-66.8% |