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 | $44,025 | $109,413-59.8% | $156,263-71.8% | $84,808-48.1% |
| Participation rate | 37.1% | 72.7%-35.5pp | 78.9%-41.8pp | 68.3%-31.2pp |
| Annual return | 10.63% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $865 | $2,907-70.2% | $4,333-80.0% | $2,631-67.1% |
| Participant deferral / active EE | $997 | $4,590-78.3% | $6,158-83.8% | $4,212-76.3% |
| Admin fee / account holder | $10,599 | $9,357+13.3% | $14,255-25.6% | $7,344+44.3% |