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 | $42,009 | $78,422-46.4% | $95,952-56.2% | $79,858-47.4% |
| Participation rate | 62.9% | 73.5%-10.6pp | 77.1%-14.2pp | 69.6%-6.8pp |
| Annual return | 9.66% | 19.37%-9.7pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $921 | $1,945-52.6% | $2,541-63.7% | $2,471-62.7% |
| Participant deferral / active EE | $1,263 | $3,440-63.3% | $4,167-69.7% | $3,740-66.2% |
| Admin fee / account holder | $945 | $5,622-83.2% | $6,795-86.1% | $5,306-82.2% |