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 4-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 | $42,401 | $80,717-47.5% | $154,803-72.6% | $84,808-50.0% |
| Participation rate | 9.1% | 66.8%-57.7pp | 78.1%-69.0pp | 68.3%-59.2pp |
| Annual return | -0.02% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $262 | $3,303-92.1% | $5,540-95.3% | $4,212-93.8% |
| Admin fee / account holder | $5,766 | $6,746-14.5% | $14,329-59.8% | $7,344-21.5% |