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 | $25,643 | $150,440-83.0% | $136,294-81.2% | $147,584-82.6% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 4.73% | 1049.08%-1044.4pp | 5155.94%-5151.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $790 | $6,630-88.1% | $6,247-87.4% | $5,439-85.5% |
| Admin fee / account holder | $14,384 | $10,905+31.9% | $9,243+55.6% | $10,885+32.1% |