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 | $10,083 | $57,281-82.4% | $86,612-88.4% | $75,163-86.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 7.06% | 2670.75%-2663.7pp | 591.07%-584.0pp | 160.62%-153.6pp |
| Employer contribution / active EE | $423 | $2,314-81.7% | $3,022-86.0% | $2,670-84.2% |
| Participant deferral / active EE | $616 | $3,318-81.4% | $4,438-86.1% | $4,125-85.1% |
| Admin fee / account holder | $2,054 | $4,112-50.0% | $5,614-63.4% | $5,651-63.6% |