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 | $32,143 | $70,475-54.4% | $100,516-68.0% | $79,858-59.7% |
| Participation rate | 7.9% | 73.7%-65.7pp | 79.4%-71.5pp | 69.6%-61.7pp |
| Annual return | 5.43% | 21.90%-16.5pp | 30.89%-25.5pp | 31.71%-26.3pp |
| Employer contribution / active EE | $268 | $2,165-87.6% | $3,418-92.2% | $2,471-89.1% |
| Participant deferral / active EE | $1,142 | $5,181-78.0% | $6,270-81.8% | $3,740-69.5% |
| Admin fee / account holder | $21,795 | $4,478+386.7% | $8,081+169.7% | $5,306+310.7% |