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 | $21,331 | $100,852-78.8% | $90,404-76.4% | $158,922-86.6% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 2.59% | 1724.20%-1721.6pp | 1293.02%-1290.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $480 | $3,689-87.0% | $3,262-85.3% | $4,761-89.9% |
| Participant deferral / active EE | $535 | $4,348-87.7% | $3,963-86.5% | $5,982-91.1% |
| Admin fee / account holder | $42,931 | $6,501+560.4% | $5,611+665.1% | $11,246+281.8% |