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 | $48,087 | $62,586-23.2% | $76,768-37.4% | $64,186-25.1% |
| Participation rate | 45.2% | 72.8%-27.7pp | 77.0%-31.8pp | 69.6%-24.4pp |
| Annual return | -8.21% | -1.95%-6.3pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $841 | $1,832-54.1% | $2,485-66.1% | $2,381-64.7% |
| Participant deferral / active EE | $1,065 | $3,145-66.1% | $3,852-72.3% | $3,470-69.3% |
| Admin fee / account holder | $3,556 | $4,667-23.8% | $6,675-46.7% | $4,888-27.3% |