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 | $22,184 | $59,101-62.5% | $77,163-71.3% | $75,163-70.5% |
| Participation rate | 67.4% | 63.9%+3.5pp | 69.6%-2.2pp | 67.2%+0.2pp |
| Annual return | 10.75% | 26.71%-16.0pp | 37.87%-27.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,348 | $1,995-32.4% | $2,535-46.8% | $2,670-49.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,111 | $4,774-76.7% | $5,472-79.7% | $5,651-80.3% |