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 | $39,086 | $91,190-57.1% | $178,490-78.1% | $79,858-51.1% |
| Participation rate | 7.0% | 69.2%-62.2pp | 81.9%-74.9pp | 69.6%-62.6pp |
| Annual return | 5.77% | 24.19%-18.4pp | 151.07%-145.3pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $174 | $3,236-94.6% | $5,202-96.7% | $3,740-95.4% |
| Admin fee / account holder | $54,309 | $6,751+704.4% | $13,984+288.4% | $5,306+923.5% |