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 7-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 | $20,910 | $40,385-48.2% | $80,569-74.0% | $74,419-71.9% |
| Participation rate | 9.5% | 47.4%-38.0pp | 67.0%-57.5pp | 70.7%-61.3pp |
| Annual return | 14.03% | 164.85%-150.8pp | 935.43%-921.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $383 | $2,674-85.7% | $4,447-91.4% | $4,528-91.5% |
| Admin fee / account holder | $5,949 | $720+726.4% | $5,377+10.6% | $348+1610.1% |