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 | $17,550 | $52,580-66.6% | $71,671-75.5% | $70,131-75.0% |
| Participation rate | 44.7% | 60.9%-16.2pp | 68.7%-24.1pp | 69.5%-24.9pp |
| Annual return | 10.75% | 20.25%-9.5pp | 20.65%-9.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $448 | $1,616-72.3% | $2,460-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $844 | $2,386-64.6% | $3,438-75.4% | $3,332-74.7% |
| Admin fee / account holder | $2,194 | $3,653-39.9% | $5,558-60.5% | $4,645-52.8% |