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 | $61,263 | $78,705-22.2% | $117,854-48.0% | $70,131-12.6% |
| Participation rate | 46.4% | 73.2%-26.8pp | 79.7%-33.3pp | 69.5%-23.2pp |
| Annual return | 10.39% | 23.30%-12.9pp | 335.08%-324.7pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $501 | $3,297-84.8% | $4,482-88.8% | $3,332-85.0% |
| Admin fee / account holder | $1,803 | $5,065-64.4% | $8,020-77.5% | $4,645-61.2% |