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 9-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 | $65,570 | $70,428-6.9% | $96,562-32.1% | $85,850-23.6% |
| Participation rate | 39.1% | 61.8%-22.7pp | 69.8%-30.7pp | 69.3%-30.2pp |
| Annual return | 7.58% | 18.59%-11.0pp | 37.78%-30.2pp | 318.53%-311.0pp |
| Employer contribution / active EE | $597 | $1,413-57.8% | $2,356-74.7% | $2,565-76.7% |
| Participant deferral / active EE | $1,138 | $2,894-60.7% | $3,849-70.4% | $3,952-71.2% |
| Admin fee / account holder | $3,639 | $4,997-27.2% | $6,181-41.1% | $6,260-41.9% |