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 | $4,405 | $88,751-95.0% | $81,812-94.6% | $145,922-97.0% |
| Participation rate | 23.1% | 75.0%-52.0pp | 72.3%-49.3pp | 80.3%-57.2pp |
| Annual return | 8.03% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $315 | $4,643-93.2% | $4,319-92.7% | $6,688-95.3% |
| Admin fee / account holder | $2,950 | $8,415-64.9% | $7,386-60.1% | $13,397-78.0% |