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 8-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 | $48,140 | $81,632-41.0% | $70,449-31.7% | $158,922-69.7% |
| Participation rate | 18.8% | 77.7%-59.0pp | 75.1%-56.3pp | 82.0%-63.2pp |
| Annual return | 1.75% | 208.40%-206.7pp | 109.03%-107.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $563 | $4,554-87.6% | $3,709-84.8% | $5,982-90.6% |
| Admin fee / account holder | $58,841 | $6,193+850.2% | $3,845+1430.2% | $11,246+423.2% |