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 | $48,893 | $76,367-36.0% | $93,606-47.8% | $72,985-33.0% |
| Participation rate | 52.8% | 71.7%-19.0pp | 75.8%-23.1pp | 69.5%-16.7pp |
| Annual return | 14.95% | 25.82%-10.9pp | 32.76%-17.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,230 | $3,538-65.2% | $4,069-69.8% | $3,607-65.9% |
| Admin fee / account holder | $1,256 | $6,838-81.6% | $7,888-84.1% | $5,124-75.5% |