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 | $39,494 | $57,016-30.7% | $84,966-53.5% | $80,856-51.2% |
| Participation rate | 56.4% | 56.3%+0.1pp | 67.5%-11.1pp | 67.6%-11.2pp |
| Annual return | 9.23% | 21.66%-12.4pp | 66.38%-57.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,441 | $1,798-19.8% | $2,727-47.2% | $2,755-47.7% |
| Participant deferral / active EE | $705 | $3,110-77.3% | $4,519-84.4% | $4,296-83.6% |
| Admin fee / account holder | $11,450 | $4,980+129.9% | $6,149+86.2% | $6,918+65.5% |