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 | $15,220 | $60,892-75.0% | $82,389-81.5% | $84,808-82.1% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.3%-48.3pp |
| Annual return | 2.74% | 37.29%-34.5pp | 28.67%-25.9pp | 40.90%-38.2pp |
| Employer contribution / active EE | $419 | $1,779-76.4% | $2,517-83.3% | $2,631-84.1% |
| Participant deferral / active EE | $1,004 | $3,179-68.4% | $4,155-75.8% | $4,212-76.2% |
| Admin fee / account holder | $2,466 | $5,467-54.9% | $7,231-65.9% | $7,344-66.4% |