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 | $11,106 | $81,248-86.3% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 5.6% | 66.2%-60.7pp | 78.2%-72.6pp | 67.6%-62.1pp |
| Annual return | 5.89% | 33.31%-27.4pp | 64.67%-58.8pp | 35.59%-29.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $356 | $3,452-89.7% | $5,626-93.7% | $4,296-91.7% |
| Admin fee / account holder | $4,200 | $7,997-47.5% | $15,912-73.6% | $6,918-39.3% |