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 3-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 | $37,622 | $68,346-45.0% | $94,646-60.2% | $75,163-49.9% |
| Participation rate | 51.6% | 76.1%-24.5pp | 80.8%-29.2pp | 67.2%-15.6pp |
| Annual return | 15.53% | 616.93%-601.4pp | 156.71%-141.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,079 | $2,701-23.0% | $3,672-43.4% | $2,670-22.1% |
| Participant deferral / active EE | $351 | $6,537-94.6% | $7,418-95.3% | $4,125-91.5% |
| Admin fee / account holder | $1,435 | $5,326-73.1% | $7,231-80.2% | $5,651-74.6% |