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 | $12,027 | $88,751-86.4% | $81,812-85.3% | $145,922-91.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 2.68% | 1025.40%-1022.7pp | 773.79%-771.1pp | 561.29%-558.6pp |
| Employer contribution / active EE | $410 | $3,083-86.7% | $2,912-85.9% | $4,660-91.2% |
| Participant deferral / active EE | $410 | $4,643-91.2% | $4,319-90.5% | $6,688-93.9% |
| Admin fee / account holder | $12,401 | $8,415+47.4% | $7,386+67.9% | $13,397-7.4% |