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 | $41,330 | $76,050-45.7% | $96,544-57.2% | $71,457-42.2% |
| Participation rate | 41.6% | 74.4%-32.8pp | 76.0%-34.4pp | 67.9%-26.3pp |
| Annual return | 13.14% | 22.81%-9.7pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $766 | $2,244-65.9% | $2,965-74.2% | $2,588-70.4% |
| Participant deferral / active EE | $1,970 | $4,215-53.3% | $4,851-59.4% | $4,289-54.1% |
| Admin fee / account holder | $6,679 | $2,707+146.7% | $8,252-19.1% | $1,587+320.8% |