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 9-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 | $46,043 | $79,944-42.4% | $98,439-53.2% | $75,163-38.7% |
| Participation rate | 54.9% | 70.4%-15.5pp | 75.2%-20.3pp | 67.2%-12.3pp |
| Annual return | 12.19% | 19.75%-7.6pp | 21.16%-9.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,034 | $3,752-72.4% | $4,738-78.2% | $4,125-74.9% |
| Admin fee / account holder | $5,449 | $6,840-20.3% | $8,948-39.1% | $5,651-3.6% |