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 | $38,866 | $77,503-49.9% | $100,391-61.3% | $80,856-51.9% |
| Participation rate | 30.4% | 76.9%-46.5pp | 81.5%-51.0pp | 67.6%-37.2pp |
| Annual return | 9.89% | 37.20%-27.3pp | 49.20%-39.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,308 | $6,820-80.8% | $8,082-83.8% | $4,296-69.6% |
| Admin fee / account holder | $6,865 | $5,897+16.4% | $7,899-13.1% | $6,918-0.8% |