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 | $41,549 | $80,717-48.5% | $154,803-73.2% | $84,808-51.0% |
| Participation rate | 45.3% | 66.8%-21.5pp | 78.1%-32.8pp | 68.3%-23.0pp |
| Annual return | 12.88% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $501 | $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 | $5,797 | $6,746-14.1% | $14,329-59.5% | $7,344-21.1% |