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 | $45,180 | $89,753-49.7% | $107,525-58.0% | $84,808-46.7% |
| Participation rate | 38.2% | 68.1%-29.8pp | 75.1%-36.8pp | 68.3%-30.1pp |
| Annual return | 8.49% | 29.48%-21.0pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,176 | $3,113-62.2% | $3,754-68.7% | $2,631-55.3% |
| Participant deferral / active EE | $1,168 | $4,056-71.2% | $5,116-77.2% | $4,212-72.3% |
| Admin fee / account holder | $16,168 | $7,222+123.9% | $8,919+81.3% | $7,344+120.2% |