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 | $67,739 | $81,460-16.8% | $103,333-34.4% | $80,856-16.2% |
| Participation rate | 17.6% | 66.8%-49.2pp | 74.5%-56.9pp | 67.6%-50.0pp |
| Annual return | 8.79% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $399 | $3,869-89.7% | $5,057-92.1% | $4,296-90.7% |
| Admin fee / account holder | $2,622 | $6,566-60.1% | $8,355-68.6% | $6,918-62.1% |