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 | $39,834 | $101,724-60.8% | $164,813-75.8% | $80,856-50.7% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.6%-23.6pp |
| Annual return | 4.86% | 16.72%-11.9pp | 69.93%-65.1pp | 35.59%-30.7pp |
| Employer contribution / active EE | $890 | $2,953-69.9% | $4,341-79.5% | $2,755-67.7% |
| Participant deferral / active EE | $1,113 | $4,477-75.1% | $6,031-81.5% | $4,296-74.1% |
| Admin fee / account holder | $1,786 | $8,227-78.3% | $12,690-85.9% | $6,918-74.2% |