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 6-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 | $62,289 | $88,890-29.9% | $102,423-39.2% | $77,643-19.8% |
| Participation rate | 4.1% | 80.9%-76.9pp | 76.5%-72.4pp | 70.6%-66.5pp |
| Annual return | 9.08% | 24.98%-15.9pp | 29.32%-20.2pp | 31.24%-22.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $113 | $5,145-97.8% | $5,053-97.8% | $4,647-97.6% |
| Admin fee / account holder | $831 | $235+253.0% | $9,451-91.2% | $430+93.1% |