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 | $80,838 | $59,417+36.1% | $93,606-13.6% | $74,495+8.5% |
| Participation rate | 30.2% | 59.7%-29.5pp | 68.7%-38.5pp | 67.2%-37.0pp |
| Annual return | 2.42% | 81.83%-79.4pp | 133.20%-130.8pp | 1364.94%-1362.5pp |
| Employer contribution / active EE | $521 | $1,264-58.8% | $2,420-78.5% | $2,623-80.1% |
| Participant deferral / active EE | $631 | $3,050-79.3% | $4,411-85.7% | $4,346-85.5% |
| Admin fee / account holder | $1,134 | $3,021-62.5% | $8,285-86.3% | $1,942-41.6% |