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 7-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 | $36,767 | $95,266-61.4% | $82,389-55.4% | $142,382-74.2% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.5%-46.0pp | 80.1%-56.6pp |
| Annual return | 10.50% | 25.74%-15.2pp | 28.67%-18.2pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $427 | $4,809-91.1% | $4,155-89.7% | $6,507-93.4% |
| Admin fee / account holder | $1,617 | $8,563-81.1% | $7,231-77.6% | $12,624-87.2% |