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 | $53,170 | $101,724-47.7% | $164,813-67.7% | $80,856-34.2% |
| Participation rate | 34.6% | 71.8%-37.2pp | 78.6%-44.0pp | 67.6%-33.0pp |
| Annual return | 7.11% | 16.72%-9.6pp | 69.93%-62.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $632 | $4,477-85.9% | $6,031-89.5% | $4,296-85.3% |
| Admin fee / account holder | $3,191 | $8,227-61.2% | $12,690-74.9% | $6,918-53.9% |