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 | $38,046 | $88,751-57.1% | $81,812-53.5% | $145,922-73.9% |
| Participation rate | 10.5% | 75.0%-64.5pp | 72.3%-61.8pp | 80.3%-69.8pp |
| Annual return | 8.64% | 1025.40%-1016.8pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $512 | $4,643-89.0% | $4,319-88.1% | $6,688-92.3% |
| Admin fee / account holder | $538 | $8,415-93.6% | $7,386-92.7% | $13,397-96.0% |