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 | $26,741 | $53,901-50.4% | $134,143-80.1% | $73,488-63.6% |
| Participation rate | 10.5% | 62.8%-52.3pp | 72.2%-61.7pp | 70.7%-60.2pp |
| Annual return | 1.07% | 15.82%-14.7pp | 36.33%-35.3pp | 28.51%-27.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $446 | $2,739-83.7% | $3,499-87.3% | $3,740-88.1% |
| Admin fee / account holder | $2,352 | $581+305.1% | $6,684-64.8% | $513+358.4% |