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 4-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 | $31,038 | $81,460-61.9% | $103,333-70.0% | $80,856-61.6% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 8.16% | 25.55%-17.4pp | 24.88%-16.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $7,324 | $3,105+135.9% | $3,868+89.4% | $2,755+165.9% |
| Participant deferral / active EE | $77 | $3,869-98.0% | $5,057-98.5% | $4,296-98.2% |
| Admin fee / account holder | $2,014 | $6,566-69.3% | $8,355-75.9% | $6,918-70.9% |