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 3-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 | $13,649 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 9.43% | 37.96%-28.5pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $443 | $2,761-84.0% | $4,305-89.7% | $2,631-83.2% |
| Participant deferral / active EE | $667 | $3,303-79.8% | $5,540-88.0% | $4,212-84.2% |
| Admin fee / account holder | $27,097 | $6,746+301.7% | $14,329+89.1% | $7,344+269.0% |