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 5-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 | $63,892 | $80,717-20.8% | $154,803-58.7% | $84,808-24.7% |
| Participation rate | 45.2% | 66.8%-21.6pp | 78.1%-32.9pp | 68.3%-23.1pp |
| Annual return | 4.21% | 37.96%-33.7pp | 58.88%-54.7pp | 40.90%-36.7pp |
| Employer contribution / active EE | $512 | $2,761-81.5% | $4,305-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $585 | $3,303-82.3% | $5,540-89.4% | $4,212-86.1% |
| Admin fee / account holder | $476 | $6,746-92.9% | $14,329-96.7% | $7,344-93.5% |