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 | $26,929 | $46,553-42.2% | $64,056-58.0% | $75,163-64.2% |
| Participation rate | 4.1% | 65.9%-61.9pp | 72.3%-68.2pp | 67.2%-63.1pp |
| Annual return | 10.11% | 26.03%-15.9pp | 33.69%-23.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $469 | $2,837-83.5% | $3,880-87.9% | $4,125-88.6% |
| Admin fee / account holder | $8,432 | $2,952+185.6% | $3,068+174.8% | $5,651+49.2% |