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 | $45,521 | $83,477-45.5% | $125,175-63.6% | $72,985-37.6% |
| Participation rate | 22.9% | 73.3%-50.4pp | 79.8%-56.9pp | 69.5%-46.6pp |
| Annual return | 1.88% | 25.78%-23.9pp | 43.79%-41.9pp | 81.00%-79.1pp |
| Employer contribution / active EE | $561 | $2,345-76.1% | $3,865-85.5% | $2,440-77.0% |
| Participant deferral / active EE | $951 | $3,585-73.5% | $4,937-80.7% | $3,607-73.6% |
| Admin fee / account holder | $918 | $5,517-83.4% | $9,702-90.5% | $5,124-82.1% |