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 4-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 | $44,244 | $109,413-59.6% | $156,263-71.7% | $84,808-47.8% |
| Participation rate | 23.8% | 72.7%-48.9pp | 78.9%-55.1pp | 68.3%-44.5pp |
| Annual return | 5.95% | 20.18%-14.2pp | 59.47%-53.5pp | 40.90%-34.9pp |
| Employer contribution / active EE | $906 | $2,907-68.8% | $4,333-79.1% | $2,631-65.5% |
| Participant deferral / active EE | $1,876 | $4,590-59.1% | $6,158-69.5% | $4,212-55.5% |
| Admin fee / account holder | $25,231 | $9,357+169.7% | $14,255+77.0% | $7,344+243.6% |