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 4-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 | $12,357 | $80,717-84.7% | $154,803-92.0% | $84,808-85.4% |
| Participation rate | 5.9% | 66.8%-60.9pp | 78.1%-72.2pp | 68.3%-62.4pp |
| Annual return | 4.85% | 37.96%-33.1pp | 58.88%-54.0pp | 40.90%-36.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $235 | $3,303-92.9% | $5,540-95.8% | $4,212-94.4% |
| Admin fee / account holder | $49,220 | $6,746+629.6% | $14,329+243.5% | $7,344+570.2% |