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 3-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 | $8,813 | $58,208-84.9% | $81,812-89.2% | $80,856-89.1% |
| Participation rate | 27.5% | 63.4%-35.9pp | 72.3%-44.8pp | 67.6%-40.1pp |
| Annual return | 4.69% | 41.66%-37.0pp | 773.79%-769.1pp | 35.59%-30.9pp |
| Employer contribution / active EE | $503 | $2,340-78.5% | $2,912-82.7% | $2,755-81.8% |
| Participant deferral / active EE | $529 | $3,281-83.9% | $4,319-87.7% | $4,296-87.7% |
| Admin fee / account holder | $523 | $4,981-89.5% | $7,386-92.9% | $6,918-92.4% |