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 4-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 | $12,157 | $30,400-60.0% | $53,898-77.4% | $84,808-85.7% |
| Participation rate | 5.4% | 46.4%-41.0pp | 55.0%-49.6pp | 68.3%-62.9pp |
| Annual return | 7.43% | 500.19%-492.8pp | 528.60%-521.2pp | 40.90%-33.5pp |
| Employer contribution / active EE | $104 | $603-82.7% | $932-88.8% | $2,631-96.0% |
| Participant deferral / active EE | $139 | $1,199-88.4% | $1,826-92.4% | $4,212-96.7% |
| Admin fee / account holder | $728 | $1,993-63.5% | $2,491-70.8% | $7,344-90.1% |