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 10-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 | $42,351 | $59,417-28.7% | $93,606-54.8% | $74,495-43.1% |
| Participation rate | 12.8% | 59.7%-46.8pp | 68.7%-55.9pp | 67.2%-54.4pp |
| Annual return | 9.94% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $312 | $3,050-89.8% | $4,411-92.9% | $4,346-92.8% |
| Admin fee / account holder | $744 | $3,021-75.4% | $8,285-91.0% | $1,942-61.7% |