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 | $41,542 | $78,422-47.0% | $95,952-56.7% | $79,858-48.0% |
| Participation rate | 23.9% | 73.5%-49.6pp | 77.1%-53.2pp | 69.6%-45.7pp |
| Annual return | 9.98% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $518 | $1,945-73.4% | $2,541-79.6% | $2,471-79.0% |
| Participant deferral / active EE | $1,040 | $3,440-69.8% | $4,167-75.0% | $3,740-72.2% |
| Admin fee / account holder | $18,095 | $5,622+221.9% | $6,795+166.3% | $5,306+241.0% |