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 9-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 | $41,132 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 7.67% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,042 | $4,961-79.0% | $4,693-77.8% | $4,299-75.8% |
| Participant deferral / active EE | $916 | $8,310-89.0% | $7,997-88.5% | $6,507-85.9% |
| Admin fee / account holder | $35,813 | $14,846+141.2% | $13,435+166.6% | $12,624+183.7% |