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 5-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 | $100,191 | $50,815+97.2% | $155,509-35.6% | $77,643+29.0% |
| Participation rate | 0.9% | 63.1%-62.2pp | 78.2%-77.3pp | 70.6%-69.7pp |
| Annual return | 4.32% | 34.80%-30.5pp | 64.67%-60.3pp | 31.24%-26.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4 | $2,822-99.8% | $5,626-99.9% | $4,647-99.9% |
| Admin fee / account holder | $2,124 | $437+386.4% | $15,912-86.7% | $430+393.5% |