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 | $24,640 | $56,199-56.2% | $67,652-63.6% | $59,632-58.7% |
| Participation rate | 64.5% | 71.5%-7.0pp | 75.7%-11.1pp | 68.7%-4.2pp |
| Annual return | -5.35% | 18505.31%-18510.7pp | 6625.04%-6630.4pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $440 | $1,614-72.8% | $2,266-80.6% | $2,203-80.0% |
| Participant deferral / active EE | $973 | $2,844-65.8% | $3,560-72.7% | $3,192-69.5% |
| Admin fee / account holder | $838 | $3,958-78.8% | $4,821-82.6% | $4,297-80.5% |