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 5-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 | $17,695 | $49,915-64.6% | $154,803-88.6% | $74,304-76.2% |
| Participation rate | 32.2% | 54.0%-21.7pp | 78.1%-45.9pp | 60.3%-28.1pp |
| Annual return | 7.99% | 34.06%-26.1pp | 58.88%-50.9pp | 29.43%-21.4pp |
| Employer contribution / active EE | $457 | $1,611-71.6% | $4,305-89.4% | $2,241-79.6% |
| Participant deferral / active EE | $545 | $2,255-75.8% | $5,540-90.2% | $3,767-85.5% |
| Admin fee / account holder | $5,337 | $2,189+143.8% | $14,329-62.8% | $2,969+79.8% |