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 | $14,790 | $60,892-75.7% | $82,389-82.0% | $84,808-82.6% |
| Participation rate | 19.5% | 63.3%-43.8pp | 69.5%-50.1pp | 68.3%-48.8pp |
| Annual return | 12.20% | 37.29%-25.1pp | 28.67%-16.5pp | 40.90%-28.7pp |
| Employer contribution / active EE | $398 | $1,779-77.6% | $2,517-84.2% | $2,631-84.9% |
| Participant deferral / active EE | $715 | $3,179-77.5% | $4,155-82.8% | $4,212-83.0% |
| Admin fee / account holder | $6,365 | $5,467+16.4% | $7,231-12.0% | $7,344-13.3% |