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 | $2,338 | $30,400-92.3% | $53,898-95.7% | $84,808-97.2% |
| Participation rate | 2.4% | 46.4%-44.0pp | 55.0%-52.5pp | 68.3%-65.9pp |
| Annual return | 10.92% | 500.19%-489.3pp | 528.60%-517.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $235 | $1,199-80.4% | $1,826-87.1% | $4,212-94.4% |
| Admin fee / account holder | $35,732 | $1,993+1692.6% | $2,491+1334.6% | $7,344+386.6% |