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 | $46,180 | $80,673-42.8% | $101,326-54.4% | $84,808-45.5% |
| Participation rate | 40.4% | 77.8%-37.4pp | 81.5%-41.1pp | 68.3%-28.0pp |
| Annual return | 13.80% | 38.95%-25.2pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $670 | $2,698-75.2% | $3,665-81.7% | $2,631-74.5% |
| Participant deferral / active EE | $2,779 | $6,840-59.4% | $7,994-65.2% | $4,212-34.0% |
| Admin fee / account holder | $5,314 | $12,784-58.4% | $11,185-52.5% | $7,344-27.6% |