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 | $25,488 | $80,717-68.4% | $154,803-83.5% | $84,808-69.9% |
| Participation rate | 58.5% | 66.8%-8.3pp | 78.1%-19.5pp | 68.3%-9.8pp |
| Annual return | 11.93% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $585 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $794 | $3,303-76.0% | $5,540-85.7% | $4,212-81.2% |
| Admin fee / account holder | $333 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |