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 5-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 | $33,709 | $61,058-44.8% | $71,209-52.7% | $85,563-60.6% |
| Participation rate | 3.4% | 58.6%-55.2pp | 73.8%-70.3pp | 66.0%-62.6pp |
| Annual return | 10.54% | 100.41%-89.9pp | 282.51%-272.0pp | 31.51%-21.0pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $233 | $3,173-92.6% | $4,175-94.4% | $4,375-94.7% |
| Admin fee / account holder | $1,162 | $855+36.0% | $5,349-78.3% | $834+39.3% |