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 4-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 | $28,960 | $99,918-71.0% | $81,382-64.4% | $145,922-80.2% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.5%-52.8pp | 80.3%-63.6pp |
| Annual return | 1.83% | 34.32%-32.5pp | 24.73%-22.9pp | 561.29%-559.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $817 | $4,605-82.3% | $3,883-79.0% | $6,688-87.8% |
| Admin fee / account holder | $2,761 | $8,212-66.4% | $5,768-52.1% | $13,397-79.4% |