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 | $22,976 | $60,892-62.3% | $82,389-72.1% | $84,808-72.9% |
| Participation rate | 33.3% | 63.3%-29.9pp | 69.5%-36.2pp | 68.3%-35.0pp |
| Annual return | 5.05% | 37.29%-32.2pp | 28.67%-23.6pp | 40.90%-35.9pp |
| Employer contribution / active EE | $502 | $1,779-71.8% | $2,517-80.0% | $2,631-80.9% |
| Participant deferral / active EE | $985 | $3,179-69.0% | $4,155-76.3% | $4,212-76.6% |
| Admin fee / account holder | $883 | $5,467-83.8% | $7,231-87.8% | $7,344-88.0% |