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 | $41,944 | $89,355-53.1% | $141,162-70.3% | $72,985-42.5% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 14.90% | 111.85%-96.9pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $723 | $3,114-76.8% | $4,735-84.7% | $2,440-70.4% |
| Participant deferral / active EE | $1,329 | $5,418-75.5% | $6,709-80.2% | $3,607-63.2% |
| Admin fee / account holder | $2,483 | $5,958-58.3% | $10,261-75.8% | $5,124-51.5% |