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 | $9,780 | $88,751-89.0% | $81,812-88.0% | $145,922-93.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 1.59% | 1025.40%-1023.8pp | 773.79%-772.2pp | 561.29%-559.7pp |
| Employer contribution / active EE | $409 | $3,083-86.7% | $2,912-86.0% | $4,660-91.2% |
| Participant deferral / active EE | $565 | $4,643-87.8% | $4,319-86.9% | $6,688-91.6% |
| Admin fee / account holder | $1,904 | $8,415-77.4% | $7,386-74.2% | $13,397-85.8% |