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 | $55,500 | $78,926-29.7% | $136,749-59.4% | $84,808-34.6% |
| Participation rate | 14.3% | 62.2%-47.9pp | 72.1%-57.9pp | 68.3%-54.0pp |
| Annual return | 10.40% | 18.17%-7.8pp | 24.33%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $563 | $3,168-82.2% | $4,692-88.0% | $4,212-86.6% |
| Admin fee / account holder | $1,430 | $6,369-77.5% | $11,386-87.4% | $7,344-80.5% |