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 9-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 | $39,103 | $62,573-37.5% | $85,682-54.4% | $85,850-54.5% |
| Participation rate | 69.0% | 61.1%+7.8pp | 69.9%-0.9pp | 69.3%-0.3pp |
| Annual return | 8.83% | 23.77%-14.9pp | 21.49%-12.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $8,473 | $1,757+382.3% | $2,618+223.6% | $2,565+230.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,491 | $4,640-46.3% | $6,873-63.8% | $6,260-60.2% |