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 | $42,906 | $45,073-4.8% | $69,455-38.2% | $72,985-41.2% |
| Participation rate | 49.2% | 68.5%-19.3pp | 74.6%-25.5pp | 69.5%-20.3pp |
| Annual return | 4.07% | 22.65%-18.6pp | 28.97%-24.9pp | 81.00%-76.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $603 | $2,602-76.8% | $3,535-83.0% | $3,607-83.3% |
| Admin fee / account holder | $2,985 | $3,056-2.3% | $3,839-22.3% | $5,124-41.8% |