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 8-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 | $44,230 | $65,390-32.4% | $169,368-73.9% | $71,457-38.1% |
| Participation rate | 23.2% | 67.0%-43.8pp | 77.1%-54.0pp | 67.9%-44.7pp |
| Annual return | 14.48% | 21.31%-6.8pp | 405.60%-391.1pp | 28.85%-14.4pp |
| Employer contribution / active EE | $617 | $2,079-70.3% | $4,013-84.6% | $2,588-76.2% |
| Participant deferral / active EE | $1,191 | $4,367-72.7% | $6,221-80.9% | $4,289-72.2% |
| Admin fee / account holder | $2,536 | $1,324+91.5% | $9,003-71.8% | $1,587+59.8% |