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 4-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 | $66,018 | $106,584-38.1% | $101,326-34.8% | $142,382-53.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 11.22% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $67 | $3,956-98.3% | $3,665-98.2% | $4,299-98.5% |
| Participant deferral / active EE | $67 | $8,297-99.2% | $7,994-99.2% | $6,507-99.0% |
| Admin fee / account holder | $63,179 | $11,446+452.0% | $11,185+464.9% | $12,624+400.5% |