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 5-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 | $17,581 | $27,915-37.0% | $58,482-69.9% | $75,163-76.6% |
| Participation rate | 2.5% | 38.8%-36.3pp | 50.9%-48.3pp | 67.2%-64.7pp |
| Annual return | 5.03% | 44.20%-39.2pp | 4239.32%-4234.3pp | 160.62%-155.6pp |
| Employer contribution / active EE | $89 | $669-86.7% | $1,053-91.6% | $2,670-96.7% |
| Participant deferral / active EE | $133 | $1,201-88.9% | $1,924-93.1% | $4,125-96.8% |
| Admin fee / account holder | $380 | $1,726-78.0% | $2,516-84.9% | $5,651-93.3% |