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 | $23,710 | $55,706-57.4% | $75,886-68.8% | $72,985-67.5% |
| Participation rate | 55.6% | 61.1%-5.6pp | 69.3%-13.7pp | 69.5%-13.9pp |
| Annual return | 12.15% | 27.59%-15.4pp | 30.76%-18.6pp | 81.00%-68.9pp |
| Employer contribution / active EE | $584 | $1,687-65.3% | $2,500-76.6% | $2,440-76.0% |
| Participant deferral / active EE | $782 | $2,634-70.3% | $3,603-78.3% | $3,607-78.3% |
| Admin fee / account holder | $4,700 | $3,978+18.1% | $5,418-13.3% | $5,124-8.3% |