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 6-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 | $12,424 | $74,888-83.4% | $71,209-82.6% | $142,382-91.3% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 7.80% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $492 | $4,454-88.9% | $4,175-88.2% | $6,507-92.4% |
| Admin fee / account holder | $7,041 | $5,568+26.4% | $5,349+31.6% | $12,624-44.2% |