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 3-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 | $8,413 | $54,705-84.6% | $71,209-88.2% | $84,808-90.1% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.8%-40.4pp | 68.3%-35.0pp |
| Annual return | 13.39% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $363 | $2,158-83.2% | $2,721-86.7% | $2,631-86.2% |
| Participant deferral / active EE | $494 | $3,030-83.7% | $4,175-88.2% | $4,212-88.3% |
| Admin fee / account holder | $906 | $4,863-81.4% | $5,349-83.1% | $7,344-87.7% |