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 | $164,592 | $81,460+102.1% | $103,333+59.3% | $80,856+103.6% |
| Participation rate | 49.2% | 66.8%-17.6pp | 74.5%-25.3pp | 67.6%-18.4pp |
| Annual return | 0.04% | 25.55%-25.5pp | 24.88%-24.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,021 | $3,869-73.6% | $5,057-79.8% | $4,296-76.2% |
| Admin fee / account holder | $698 | $6,566-89.4% | $8,355-91.7% | $6,918-89.9% |