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 6-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 | $14,753 | $60,022-75.4% | $88,946-83.4% | $84,808-82.6% |
| Participation rate | 19.2% | 57.8%-38.6pp | 68.8%-49.6pp | 68.3%-49.1pp |
| Annual return | 10.79% | 22.43%-11.6pp | 57.82%-47.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $517 | $1,703-69.6% | $2,555-79.7% | $2,631-80.3% |
| Participant deferral / active EE | $674 | $3,114-78.4% | $4,581-85.3% | $4,212-84.0% |
| Admin fee / account holder | $5,351 | $4,811+11.2% | $8,261-35.2% | $7,344-27.1% |