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 | $12,383 | $80,717-84.7% | $154,803-92.0% | $84,808-85.4% |
| Participation rate | 14.7% | 66.8%-52.1pp | 78.1%-63.4pp | 68.3%-53.6pp |
| Annual return | 3.47% | 37.96%-34.5pp | 58.88%-55.4pp | 40.90%-37.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $212 | $3,303-93.6% | $5,540-96.2% | $4,212-95.0% |
| Admin fee / account holder | $853 | $6,746-87.4% | $14,329-94.0% | $7,344-88.4% |