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 | $3,169 | $30,400-89.6% | $53,898-94.1% | $84,808-96.3% |
| Participation rate | 2.8% | 46.4%-43.7pp | 55.0%-52.2pp | 68.3%-65.5pp |
| Annual return | 4.75% | 500.19%-495.4pp | 528.60%-523.9pp | 40.90%-36.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $176 | $1,199-85.3% | $1,826-90.3% | $4,212-95.8% |
| Admin fee / account holder | $13,846 | $1,993+594.6% | $2,491+455.9% | $7,344+88.5% |