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 | $17,700 | $64,839-72.7% | $95,585-81.5% | $84,808-79.1% |
| Participation rate | 8.0% | 63.8%-55.8pp | 72.1%-64.1pp | 68.3%-60.3pp |
| Annual return | 12.23% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $378 | $1,759-78.5% | $2,527-85.0% | $2,631-85.6% |
| Participant deferral / active EE | $752 | $2,965-74.6% | $4,023-81.3% | $4,212-82.2% |
| Admin fee / account holder | $6,336 | $5,964+6.2% | $6,127+3.4% | $7,344-13.7% |