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 | $37,941 | $159,602-76.2% | $150,045-74.7% | $142,382-73.4% |
| Participation rate | 13.6% | 84.0%-70.3pp | 82.3%-68.7pp | 80.1%-66.5pp |
| Annual return | 9.37% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $403 | $8,310-95.1% | $7,997-95.0% | $6,507-93.8% |
| Admin fee / account holder | $5,675 | $14,846-61.8% | $13,435-57.8% | $12,624-55.0% |