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 10-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 | $43,685 | $127,777-65.8% | $106,548-59.0% | $167,490-73.9% |
| Participation rate | 31.6% | 78.3%-46.7pp | 76.1%-44.6pp | 82.1%-50.5pp |
| Annual return | 6.18% | 33.87%-27.7pp | 26.80%-20.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $719 | $5,087-85.9% | $4,398-83.6% | $6,341-88.7% |
| Admin fee / account holder | $12,753 | $11,228+13.6% | $7,407+72.2% | $12,309+3.6% |