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 8-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 | $24,629 | $77,503-68.2% | $100,391-75.5% | $80,856-69.5% |
| Participation rate | 18.1% | 76.9%-58.9pp | 81.5%-63.4pp | 67.6%-49.6pp |
| Annual return | 4.81% | 37.20%-32.4pp | 49.20%-44.4pp | 35.59%-30.8pp |
| Employer contribution / active EE | $447 | $2,801-84.0% | $3,942-88.7% | $2,755-83.8% |
| Participant deferral / active EE | $620 | $6,820-90.9% | $8,082-92.3% | $4,296-85.6% |
| Admin fee / account holder | $1,926 | $5,897-67.3% | $7,899-75.6% | $6,918-72.2% |