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 4-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 | $22,786 | $81,248-72.0% | $155,509-85.3% | $80,856-71.8% |
| Participation rate | 34.8% | 66.2%-31.4pp | 78.2%-43.4pp | 67.6%-32.9pp |
| Annual return | 8.28% | 33.31%-25.0pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $724 | $3,100-76.7% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $730 | $3,452-78.9% | $5,626-87.0% | $4,296-83.0% |
| Admin fee / account holder | $2,864 | $7,997-64.2% | $15,912-82.0% | $6,918-58.6% |