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 | $47,554 | $78,485-39.4% | $106,213-55.2% | $74,495-36.2% |
| Participation rate | 14.0% | 72.8%-58.8pp | 75.3%-61.3pp | 67.2%-53.2pp |
| Annual return | 10.00% | 15.95%-6.0pp | 116.14%-106.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $637 | $4,322-85.3% | $5,016-87.3% | $4,346-85.4% |
| Admin fee / account holder | $593 | $2,232-73.4% | $11,033-94.6% | $1,942-69.5% |