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 6-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 | $22,710 | $48,230-52.9% | $67,502-66.4% | $80,856-71.9% |
| Participation rate | 19.0% | 66.4%-47.3pp | 72.9%-53.8pp | 67.6%-48.6pp |
| Annual return | 10.04% | 18.28%-8.2pp | 3512.12%-3502.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $420 | $2,020-79.2% | $2,731-84.6% | $2,755-84.8% |
| Participant deferral / active EE | $525 | $2,924-82.0% | $4,000-86.9% | $4,296-87.8% |
| Admin fee / account holder | $1,370 | $3,681-62.8% | $3,998-65.7% | $6,918-80.2% |