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 | $61,606 | $88,370-30.3% | $112,977-45.5% | $79,858-22.9% |
| Participation rate | 25.5% | 76.8%-51.3pp | 82.6%-57.1pp | 69.6%-44.2pp |
| Annual return | 10.51% | 23.16%-12.7pp | 24.24%-13.7pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $245 | $4,536-94.6% | $5,836-95.8% | $3,740-93.4% |
| Admin fee / account holder | $4,686 | $5,750-18.5% | $6,294-25.5% | $5,306-11.7% |