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 | $30,133 | $80,717-62.7% | $154,803-80.5% | $84,808-64.5% |
| Participation rate | 39.7% | 66.8%-27.1pp | 78.1%-38.4pp | 68.3%-28.6pp |
| Annual return | 8.80% | 37.96%-29.2pp | 58.88%-50.1pp | 40.90%-32.1pp |
| Employer contribution / active EE | $500 | $2,761-81.9% | $4,305-88.4% | $2,631-81.0% |
| Participant deferral / active EE | $792 | $3,303-76.0% | $5,540-85.7% | $4,212-81.2% |
| Admin fee / account holder | $15,620 | $6,746+131.6% | $14,329+9.0% | $7,344+112.7% |