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 | $33,466 | $83,477-59.9% | $125,175-73.3% | $72,985-54.1% |
| Participation rate | 42.1% | 73.3%-31.2pp | 79.8%-37.7pp | 69.5%-27.4pp |
| Annual return | 16.04% | 25.78%-9.7pp | 43.79%-27.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $924 | $2,345-60.6% | $3,865-76.1% | $2,440-62.1% |
| Participant deferral / active EE | $1,551 | $3,585-56.7% | $4,937-68.6% | $3,607-57.0% |
| Admin fee / account holder | $2,757 | $5,517-50.0% | $9,702-71.6% | $5,124-46.2% |