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 | $40,660 | $72,277-43.7% | $101,248-59.8% | $79,858-49.1% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 3.02% | 22.30%-19.3pp | 46.47%-43.5pp | 31.71%-28.7pp |
| Employer contribution / active EE | $768 | $2,692-71.5% | $3,660-79.0% | $2,471-68.9% |
| Participant deferral / active EE | $993 | $3,282-69.7% | $4,370-77.3% | $3,740-73.4% |
| Admin fee / account holder | $32,480 | $4,400+638.1% | $5,945+446.3% | $5,306+512.1% |