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 8-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 | $26,866 | $150,440-82.1% | $136,294-80.3% | $147,584-81.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 8.27% | 1049.08%-1040.8pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,543 | $5,256-70.6% | $4,695-67.1% | $4,876-68.4% |
| Participant deferral / active EE | $2,102 | $6,630-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $15,268 | $10,905+40.0% | $9,243+65.2% | $10,885+40.3% |