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 | $52,617 | $148,978-64.7% | $200,582-73.8% | $84,808-38.0% |
| Participation rate | 32.2% | 84.2%-52.0pp | 86.9%-54.7pp | 68.3%-36.1pp |
| Annual return | 13.04% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,190 | $7,142-83.3% | $9,331-87.2% | $4,212-71.7% |
| Admin fee / account holder | $5,602 | $13,977-59.9% | $16,305-65.6% | $7,344-23.7% |