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 | $54,384 | $142,405-61.8% | $115,157-52.8% | $152,861-64.4% |
| Participation rate | 52.4% | 82.4%-30.0pp | 75.9%-23.5pp | 82.4%-30.1pp |
| Annual return | 1.91% | 41.48%-39.6pp | 35.60%-33.7pp | 345.32%-343.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,178 | $5,164-77.2% | $4,168-71.7% | $5,850-79.9% |
| Admin fee / account holder | $8,177 | $8,462-3.4% | $7,088+15.4% | $11,596-29.5% |