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 10-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 | $45,004 | $91,538-50.8% | $129,995-65.4% | $75,163-40.1% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 12.44% | -631.11%+643.5pp | -137.18%+149.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $816 | $2,845-71.3% | $4,320-81.1% | $2,670-69.4% |
| Participant deferral / active EE | $1,102 | $4,341-74.6% | $5,820-81.1% | $4,125-73.3% |
| Admin fee / account holder | $5,865 | $6,790-13.6% | $10,614-44.7% | $5,651+3.8% |