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 | $27,573 | $77,314-64.3% | $177,989-84.5% | $80,856-65.9% |
| Participation rate | 36.0% | 65.7%-29.7pp | 77.1%-41.1pp | 67.6%-31.6pp |
| Annual return | 8.14% | 18.09%-9.9pp | 294.48%-286.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $511 | $2,292-77.7% | $3,949-87.1% | $2,755-81.5% |
| Participant deferral / active EE | $1,106 | $4,411-74.9% | $6,276-82.4% | $4,296-74.2% |
| Admin fee / account holder | $14,468 | $7,191+101.2% | $10,363+39.6% | $6,918+109.1% |