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 | $19,667 | $53,127-63.0% | $86,590-77.3% | $70,131-72.0% |
| Participation rate | 22.2% | 65.3%-43.1pp | 73.5%-51.3pp | 69.5%-47.3pp |
| Annual return | 9.59% | 27.66%-18.1pp | 964.84%-955.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $226 | $2,696-91.6% | $3,609-93.7% | $3,332-93.2% |
| Admin fee / account holder | $5,808 | $3,585+62.0% | $4,906+18.4% | $4,645+25.0% |