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 5-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 | $25,009 | $109,881-77.2% | $150,045-83.3% | $84,808-70.5% |
| Participation rate | 41.7% | 76.1%-34.4pp | 82.3%-40.7pp | 68.3%-26.6pp |
| Annual return | 12.04% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $990 | $3,561-72.2% | $4,693-78.9% | $2,631-62.4% |
| Participant deferral / active EE | $2,053 | $6,636-69.1% | $7,997-74.3% | $4,212-51.3% |
| Admin fee / account holder | $3,628 | $8,568-57.7% | $13,435-73.0% | $7,344-50.6% |