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 | $35,654 | $80,724-55.8% | $103,333-65.5% | $74,495-52.1% |
| Participation rate | 12.2% | 65.7%-53.5pp | 74.5%-62.3pp | 67.2%-55.0pp |
| Annual return | 10.25% | 27.56%-17.3pp | 24.88%-14.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $852 | $3,860-77.9% | $5,057-83.2% | $4,346-80.4% |
| Admin fee / account holder | $590 | $2,368-75.1% | $8,355-92.9% | $1,942-69.6% |