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 | $28,852 | $49,227-41.4% | $70,449-59.0% | $79,858-63.9% |
| Participation rate | 4.7% | 69.2%-64.5pp | 75.1%-70.4pp | 69.6%-65.0pp |
| Annual return | 3.80% | 30.06%-26.3pp | 109.03%-105.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $695 | $2,768-74.9% | $3,709-81.3% | $3,740-81.4% |
| Admin fee / account holder | $3,846 | $2,878+33.6% | $3,8450% | $5,306-27.5% |