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 10-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 | $14,336 | $45,152-68.3% | $73,843-80.6% | $59,632-76.0% |
| Participation rate | 26.5% | 64.0%-37.5pp | 73.4%-46.9pp | 68.7%-42.1pp |
| Annual return | -3.91% | 27.40%-31.3pp | 2267.84%-2271.7pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $227 | $1,902-88.1% | $2,787-91.9% | $2,203-89.7% |
| Participant deferral / active EE | $511 | $2,574-80.2% | $3,583-85.7% | $3,192-84.0% |
| Admin fee / account holder | $1,101 | $3,516-68.7% | $4,880-77.4% | $4,297-74.4% |