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 | $16,148 | $99,918-83.8% | $81,382-80.2% | $145,922-88.9% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.5%-52.8pp | 80.3%-63.6pp |
| Annual return | 4.67% | 34.32%-29.6pp | 24.73%-20.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $235 | $4,605-94.9% | $3,883-94.0% | $6,688-96.5% |
| Admin fee / account holder | $170,483 | $8,212+1976.0% | $5,768+2855.4% | $13,397+1172.5% |