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 | $78,770 | $94,625-16.8% | $116,228-32.2% | $84,808-7.1% |
| Participation rate | 41.9% | 70.4%-28.5pp | 74.6%-32.6pp | 68.3%-26.4pp |
| Annual return | 6.80% | 20.40%-13.6pp | 90.06%-83.3pp | 40.90%-34.1pp |
| Employer contribution / active EE | $667 | $2,347-71.6% | $2,994-77.7% | $2,631-74.7% |
| Participant deferral / active EE | $1,161 | $3,972-70.8% | $4,953-76.6% | $4,212-72.4% |
| Admin fee / account holder | $5,916 | $10,091-41.4% | $11,989-50.7% | $7,344-19.4% |