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 | $36,085 | $185,822-80.6% | $169,993-78.8% | $139,434-74.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 6.69% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,821 | $7,590-76.0% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $831 | $11,622-92.8% | $10,408-92.0% | $6,710-87.6% |
| Admin fee / account holder | $66,779 | $15,381+334.2% | $12,815+421.1% | $11,403+485.6% |