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 | $63,531 | $110,257-42.4% | $96,544-34.2% | $139,434-54.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 6.02% | 26.32%-20.3pp | 25.84%-19.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $810 | $3,620-77.6% | $2,965-72.7% | $4,751-83.0% |
| Participant deferral / active EE | $1,256 | $5,548-77.4% | $4,851-74.1% | $6,710-81.3% |
| Admin fee / account holder | $86,115 | $11,591+642.9% | $8,252+943.5% | $11,403+655.2% |