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 6-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 | $17,421 | $80,717-78.4% | $154,803-88.7% | $84,808-79.5% |
| Participation rate | 24.0% | 66.8%-42.8pp | 78.1%-54.1pp | 68.3%-44.3pp |
| Annual return | 10.58% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $333 | $2,761-88.0% | $4,305-92.3% | $2,631-87.4% |
| Participant deferral / active EE | $566 | $3,303-82.9% | $5,540-89.8% | $4,212-86.6% |
| Admin fee / account holder | $2,255 | $6,746-66.6% | $14,329-84.3% | $7,344-69.3% |