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 4-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 | $20,481 | $49,922-59.0% | $80,569-74.6% | $75,163-72.8% |
| Participation rate | 4.1% | 55.3%-51.2pp | 67.0%-62.9pp | 67.2%-63.1pp |
| Annual return | 2.04% | 34.69%-32.7pp | 935.43%-933.4pp | 160.62%-158.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $584 | $2,990-80.5% | $4,447-86.9% | $4,125-85.9% |
| Admin fee / account holder | $1,976 | $3,577-44.8% | $5,377-63.3% | $5,651-65.0% |