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 | $10,119 | $29,660-65.9% | $56,411-82.1% | $80,856-87.5% |
| Participation rate | 16.1% | 41.6%-25.6pp | 52.5%-36.4pp | 67.6%-51.6pp |
| Annual return | 4.60% | 35.23%-30.6pp | 1701.33%-1696.7pp | 35.59%-31.0pp |
| Employer contribution / active EE | $122 | $669-81.7% | $1,039-88.2% | $2,755-95.6% |
| Participant deferral / active EE | $204 | $1,226-83.3% | $1,952-89.5% | $4,296-95.2% |
| Admin fee / account holder | $12,027 | $2,428+395.4% | $2,829+325.2% | $6,918+73.8% |