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 8-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 | $13,994 | $95,416-85.3% | $185,823-92.5% | $85,850-83.7% |
| Participation rate | 21.9% | 68.8%-46.9pp | 81.7%-59.8pp | 69.3%-47.4pp |
| Annual return | 9.11% | 23.59%-14.5pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $436 | $3,314-86.9% | $5,167-91.6% | $2,565-83.0% |
| Participant deferral / active EE | $449 | $3,423-86.9% | $5,568-91.9% | $3,952-88.6% |
| Admin fee / account holder | $1,428 | $7,213-80.2% | $16,237-91.2% | $6,260-77.2% |