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 | $38,854 | $57,065-31.9% | $75,670-48.7% | $70,131-44.6% |
| Participation rate | 44.0% | 68.1%-24.1pp | 72.3%-28.3pp | 69.5%-25.5pp |
| Annual return | 10.85% | 23.57%-12.7pp | 27.34%-16.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $873 | $2,580-66.1% | $3,142-72.2% | $3,332-73.8% |
| Admin fee / account holder | $1,795 | $3,825-53.1% | $5,800-69.1% | $4,645-61.4% |