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 | $7,965 | $90,348-91.2% | $75,972-89.5% | $145,922-94.5% |
| Participation rate | 4.5% | 74.5%-69.9pp | 69.1%-64.5pp | 80.3%-75.7pp |
| Annual return | 5.48% | 620.88%-615.4pp | 359.55%-354.1pp | 561.29%-555.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $932 | $5,162-81.9% | $4,255-78.1% | $6,688-86.1% |
| Admin fee / account holder | $39,919 | $8,467+371.5% | $6,467+517.3% | $13,397+198.0% |