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 5-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 | $11,135 | $90,348-87.7% | $75,972-85.3% | $145,922-92.4% |
| Participation rate | 35.7% | 74.5%-38.7pp | 69.1%-33.3pp | 80.3%-44.6pp |
| Annual return | 6.96% | 620.88%-613.9pp | 359.55%-352.6pp | 561.29%-554.3pp |
| Employer contribution / active EE | $592 | $3,311-82.1% | $2,685-78.0% | $4,660-87.3% |
| Participant deferral / active EE | $958 | $5,162-81.4% | $4,255-77.5% | $6,688-85.7% |
| Admin fee / account holder | $5,865 | $8,467-30.7% | $6,467-9.3% | $13,397-56.2% |