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 | $48,442 | $74,927-35.3% | $101,794-52.4% | $84,808-42.9% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | 8.69% | 18.70%-10.0pp | 30.53%-21.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $372 | $1,522-75.6% | $2,289-83.7% | $2,631-85.9% |
| Participant deferral / active EE | $914 | $3,099-70.5% | $4,084-77.6% | $4,212-78.3% |
| Admin fee / account holder | $65,522 | $6,514+905.9% | $8,777+646.5% | $7,344+792.2% |