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 9-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 | $43,011 | $49,227-12.6% | $70,449-38.9% | $79,858-46.1% |
| Participation rate | 26.2% | 69.2%-42.9pp | 75.1%-48.8pp | 69.6%-43.4pp |
| Annual return | 2.88% | 30.06%-27.2pp | 109.03%-106.2pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,858 | $2,099-11.5% | $2,737-32.1% | $2,471-24.8% |
| Participant deferral / active EE | $277 | $2,768-90.0% | $3,709-92.5% | $3,740-92.6% |
| Admin fee / account holder | $1,314 | $2,878-54.3% | $3,845-65.8% | $5,306-75.2% |