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 10-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 | $37,085 | $63,346-41.5% | $92,233-59.8% | $70,131-47.1% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 11.07% | 530.12%-519.0pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,012 | $2,854-64.5% | $3,897-74.0% | $3,332-69.6% |
| Admin fee / account holder | $571 | $3,840-85.1% | $5,194-89.0% | $4,645-87.7% |