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 | $13,095 | $60,022-78.2% | $88,946-85.3% | $84,808-84.6% |
| Participation rate | 29.5% | 57.8%-28.4pp | 68.8%-39.4pp | 68.3%-38.8pp |
| Annual return | 11.27% | 22.43%-11.2pp | 57.82%-46.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $277 | $1,703-83.7% | $2,555-89.2% | $2,631-89.5% |
| Participant deferral / active EE | $595 | $3,114-80.9% | $4,581-87.0% | $4,212-85.9% |
| Admin fee / account holder | $3,545 | $4,811-26.3% | $8,261-57.1% | $7,344-51.7% |