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 | $5,685 | $88,751-93.6% | $81,812-93.1% | $145,922-96.1% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | -10.42% | 1025.40%-1035.8pp | 773.79%-784.2pp | 561.29%-571.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $531 | $4,643-88.6% | $4,319-87.7% | $6,688-92.1% |
| Admin fee / account holder | $643 | $8,415-92.4% | $7,386-91.3% | $13,397-95.2% |