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 8-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 | $59,781 | $104,664-42.9% | $85,682-30.2% | $167,490-64.3% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 6.78% | 21.45%-14.7pp | 21.49%-14.7pp | 478.56%-471.8pp |
| Employer contribution / active EE | $471 | $3,337-85.9% | $2,618-82.0% | $4,837-90.3% |
| Participant deferral / active EE | $840 | $4,824-82.6% | $3,923-78.6% | $6,341-86.8% |
| Admin fee / account holder | $21,727 | $10,032+116.6% | $6,873+216.1% | $12,309+76.5% |