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 4-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 | $55,393 | $95,803-42.2% | $113,168-51.1% | $84,808-34.7% |
| Participation rate | 41.4% | 72.9%-31.5pp | 76.6%-35.2pp | 68.3%-26.9pp |
| Annual return | 11.60% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,956 | $4,242-53.9% | $5,107-61.7% | $4,212-53.6% |
| Admin fee / account holder | $470 | $8,989-94.8% | $12,068-96.1% | $7,344-93.6% |