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 | $64,646 | $95,803-32.5% | $113,168-42.9% | $84,808-23.8% |
| Participation rate | 36.7% | 72.9%-36.2pp | 76.6%-39.9pp | 68.3%-31.6pp |
| Annual return | 9.22% | 25.00%-15.8pp | 24.27%-15.0pp | 40.90%-31.7pp |
| Employer contribution / active EE | $845 | $2,360-64.2% | $2,975-71.6% | $2,631-67.9% |
| Participant deferral / active EE | $1,659 | $4,242-60.9% | $5,107-67.5% | $4,212-60.6% |
| Admin fee / account holder | $17,018 | $8,989+89.3% | $12,068+41.0% | $7,344+131.7% |