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 | $46,463 | $84,556-45.1% | $116,228-60.0% | $74,304-37.5% |
| Participation rate | 7.1% | 66.0%-59.0pp | 74.6%-67.5pp | 60.3%-53.3pp |
| Annual return | 12.84% | 18.35%-5.5pp | 90.06%-77.2pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $943 | $3,814-75.3% | $4,953-81.0% | $3,767-75.0% |
| Admin fee / account holder | $5,934 | $3,792+56.5% | $11,989-50.5% | $2,969+99.9% |