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 7-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 | $11,855 | $111,754-89.4% | $103,333-88.5% | $145,922-91.9% |
| Participation rate | 4.5% | 77.9%-73.4pp | 74.5%-70.0pp | 80.3%-75.7pp |
| Annual return | 6.50% | 24.77%-18.3pp | 24.88%-18.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,488 | $4,212-40.9% | $3,868-35.7% | $4,660-46.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4,650 | $9,750-52.3% | $8,355-44.3% | $13,397-65.3% |