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 | $13,646 | $108,919-87.5% | $100,391-86.4% | $145,922-90.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.10% | 57.88%-53.8pp | 49.20%-45.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $860 | $4,419-80.5% | $3,942-78.2% | $4,660-81.5% |
| Participant deferral / active EE | $1,720 | $8,445-79.6% | $8,082-78.7% | $6,688-74.3% |
| Admin fee / account holder | $23,167 | $9,689+139.1% | $7,899+193.3% | $13,397+72.9% |