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 | $34,363 | $58,512-41.3% | $84,015-59.1% | $72,985-52.9% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.0%-33.3pp | 69.5%-33.8pp |
| Annual return | 11.60% | 28.93%-17.3pp | 71.31%-59.7pp | 81.00%-69.4pp |
| Employer contribution / active EE | $416 | $1,163-64.2% | $1,983-79.0% | $2,440-82.9% |
| Participant deferral / active EE | $962 | $2,394-59.8% | $3,239-70.3% | $3,607-73.3% |
| Admin fee / account holder | $17,393 | $4,569+280.7% | $6,101+185.1% | $5,124+239.4% |