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 | $37,512 | $101,724-63.1% | $164,813-77.2% | $80,856-53.6% |
| Participation rate | 6.8% | 71.8%-65.0pp | 78.6%-71.8pp | 67.6%-60.9pp |
| Annual return | 6.96% | 16.72%-9.8pp | 69.93%-63.0pp | 35.59%-28.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $570 | $4,477-87.3% | $6,031-90.5% | $4,296-86.7% |
| Admin fee / account holder | $75,829 | $8,227+821.7% | $12,690+497.6% | $6,918+996.1% |