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 | $36,259 | $95,803-62.2% | $113,168-68.0% | $84,808-57.2% |
| Participation rate | 37.1% | 72.9%-35.7pp | 76.6%-39.4pp | 68.3%-31.2pp |
| Annual return | 8.31% | 25.00%-16.7pp | 24.27%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $491 | $4,242-88.4% | $5,107-90.4% | $4,212-88.3% |
| Admin fee / account holder | $2,911 | $8,989-67.6% | $12,068-75.9% | $7,344-60.4% |