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 3-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 | $42,993 | $80,717-46.7% | $154,803-72.2% | $84,808-49.3% |
| Participation rate | 15.0% | 66.8%-51.8pp | 78.1%-63.1pp | 68.3%-53.3pp |
| Annual return | 8.36% | 37.96%-29.6pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $344 | $2,761-87.5% | $4,305-92.0% | $2,631-86.9% |
| Participant deferral / active EE | $367 | $3,303-88.9% | $5,540-93.4% | $4,212-91.3% |
| Admin fee / account holder | $2,340 | $6,746-65.3% | $14,329-83.7% | $7,344-68.1% |