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 | $43,065 | $101,317-57.5% | $146,958-70.7% | $74,495-42.2% |
| Participation rate | 41.9% | 75.5%-33.7pp | 82.2%-40.3pp | 67.2%-25.3pp |
| Annual return | 10.75% | 8730.91%-8720.2pp | 418.34%-407.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,231 | $3,810-67.7% | $4,933-75.1% | $2,623-53.1% |
| Participant deferral / active EE | $2,594 | $7,303-64.5% | $8,070-67.9% | $4,346-40.3% |
| Admin fee / account holder | $24,442 | $1,739+1305.6% | $12,998+88.0% | $1,942+1158.8% |