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 7-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 | $43,166 | $63,355-31.9% | $91,989-53.1% | $72,985-40.9% |
| Participation rate | 44.0% | 72.5%-28.5pp | 78.6%-34.6pp | 69.5%-25.5pp |
| Annual return | 18.21% | 35.35%-17.1pp | 69.02%-50.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $732 | $2,116-65.4% | $3,452-78.8% | $2,440-70.0% |
| Participant deferral / active EE | $1,814 | $4,883-62.8% | $5,923-69.4% | $3,607-49.7% |
| Admin fee / account holder | $2,624 | $4,668-43.8% | $7,743-66.1% | $5,124-48.8% |