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 | $69,909 | $71,050-1.6% | $93,606-25.3% | $80,856-13.5% |
| Participation rate | 25.4% | 60.4%-35.0pp | 68.7%-43.3pp | 67.6%-42.2pp |
| Annual return | 9.33% | 11.26%-1.9pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $415 | $1,564-73.5% | $2,420-82.9% | $2,755-84.9% |
| Participant deferral / active EE | $1,027 | $4,034-74.5% | $4,411-76.7% | $4,296-76.1% |
| Admin fee / account holder | $2,864 | $6,945-58.8% | $8,285-65.4% | $6,918-58.6% |