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 | $43,570 | $81,208-46.3% | $98,907-55.9% | $79,858-45.4% |
| Participation rate | 27.9% | 72.5%-44.6pp | 76.0%-48.2pp | 69.6%-41.8pp |
| Annual return | 4.73% | 60.99%-56.3pp | 196.43%-191.7pp | 31.71%-27.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $637 | $3,265-80.5% | $4,244-85.0% | $3,740-83.0% |
| Admin fee / account holder | $2,573 | $6,013-57.2% | $6,642-61.3% | $5,306-51.5% |