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 | $52,576 | $80,968-35.1% | $96,544-45.5% | $75,163-30.1% |
| Participation rate | 26.7% | 71.8%-45.1pp | 76.0%-49.3pp | 67.2%-40.5pp |
| Annual return | 11.92% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $379 | $3,928-90.3% | $4,851-92.2% | $4,125-90.8% |
| Admin fee / account holder | $7,397 | $6,724+10.0% | $8,252-10.4% | $5,651+30.9% |