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 | $27,751 | $91,190-69.6% | $178,490-84.5% | $79,858-65.2% |
| Participation rate | 14.0% | 69.2%-55.2pp | 81.9%-68.0pp | 69.6%-55.7pp |
| Annual return | 9.29% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $418 | $3,236-87.1% | $5,202-92.0% | $3,740-88.8% |
| Admin fee / account holder | $309 | $6,751-95.4% | $13,984-97.8% | $5,306-94.2% |