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 | $46,260 | $65,041-28.9% | $90,951-49.1% | $79,858-42.1% |
| Participation rate | 35.1% | 61.6%-26.5pp | 69.0%-33.9pp | 69.6%-34.5pp |
| Annual return | 7.12% | 30.45%-23.3pp | 134.60%-127.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $493 | $2,512-80.4% | $3,373-85.4% | $3,740-86.8% |
| Admin fee / account holder | $2,262 | $4,536-50.1% | $5,959-62.0% | $5,306-57.4% |