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 | $50,143 | $87,013-42.4% | $106,213-52.8% | $80,856-38.0% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.6%-29.2pp |
| Annual return | 9.37% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,377 | $3,986-65.5% | $5,016-72.6% | $4,296-68.0% |
| Admin fee / account holder | $3,261 | $8,431-61.3% | $11,033-70.4% | $6,918-52.9% |