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 | $28,724 | $63,355-54.7% | $91,989-68.8% | $72,985-60.6% |
| Participation rate | 34.0% | 72.5%-38.5pp | 78.6%-44.6pp | 69.5%-35.4pp |
| Annual return | 15.94% | 35.35%-19.4pp | 69.02%-53.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,118 | $4,883-77.1% | $5,923-81.1% | $3,607-69.0% |
| Admin fee / account holder | $9,003 | $4,668+92.9% | $7,743+16.3% | $5,124+75.7% |