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 8-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 | $46,454 | $60,892-23.7% | $82,389-43.6% | $84,808-45.2% |
| Participation rate | 28.1% | 63.3%-35.2pp | 69.5%-41.5pp | 68.3%-40.2pp |
| Annual return | 12.95% | 37.29%-24.3pp | 28.67%-15.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,089 | $1,779+17.4% | $2,517-17.0% | $2,631-20.6% |
| Participant deferral / active EE | $866 | $3,179-72.8% | $4,155-79.2% | $4,212-79.4% |
| Admin fee / account holder | $1,144 | $5,467-79.1% | $7,231-84.2% | $7,344-84.4% |