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 | $27,412 | $80,724-66.0% | $103,333-73.5% | $74,495-63.2% |
| Participation rate | 4.8% | 65.7%-60.9pp | 74.5%-69.7pp | 67.2%-62.4pp |
| Annual return | 9.12% | 27.56%-18.4pp | 24.88%-15.8pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $137 | $3,860-96.5% | $5,057-97.3% | $4,346-96.8% |
| Admin fee / account holder | $5,117 | $2,368+116.1% | $8,355-38.8% | $1,942+163.5% |