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 | $24,155 | $24,730-2.3% | $66,042-63.4% | $84,808-71.5% |
| Participation rate | 22.2% | 68.1%-45.9pp | 67.5%-45.3pp | 68.3%-46.1pp |
| Annual return | 13.39% | 79.55%-66.2pp | 52.11%-38.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $549 | $1,737-68.4% | $2,835-80.6% | $4,212-87.0% |
| Admin fee / account holder | $5,023 | $3,014+66.7% | $5,747-12.6% | $7,344-31.6% |