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 | $39,277 | $60,022-34.6% | $88,946-55.8% | $84,808-53.7% |
| Participation rate | 3.0% | 57.8%-54.8pp | 68.8%-65.8pp | 68.3%-65.3pp |
| Annual return | 13.53% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $80 | $3,114-97.4% | $4,581-98.2% | $4,212-98.1% |
| Admin fee / account holder | $2,091 | $4,811-56.5% | $8,261-74.7% | $7,344-71.5% |