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 5-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 | $19,839 | $54,517-63.6% | $75,972-73.9% | $74,495-73.4% |
| Participation rate | 19.9% | 60.3%-40.5pp | 69.1%-49.2pp | 67.2%-47.3pp |
| Annual return | 8.77% | 31.82%-23.1pp | 359.55%-350.8pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $452 | $1,777-74.6% | $2,685-83.2% | $2,623-82.8% |
| Participant deferral / active EE | $689 | $3,066-77.5% | $4,255-83.8% | $4,346-84.1% |
| Admin fee / account holder | $5,010 | $2,229+124.8% | $6,467-22.5% | $1,942+158.0% |