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 | $59,047 | $89,698-34.2% | $103,476-42.9% | $80,856-27.0% |
| Participation rate | 18.8% | 76.0%-57.2pp | 80.5%-61.8pp | 67.6%-48.9pp |
| Annual return | 8.31% | 22.78%-14.5pp | 23.90%-15.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $562 | $5,456-89.7% | $6,623-91.5% | $4,296-86.9% |
| Admin fee / account holder | $1,977 | $6,768-70.8% | $9,413-79.0% | $6,918-71.4% |