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 4-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 | $2,370 | $27,915-91.5% | $58,482-95.9% | $75,163-96.8% |
| Participation rate | 6.0% | 38.8%-32.8pp | 50.9%-44.9pp | 67.2%-61.2pp |
| Annual return | 6.31% | 44.20%-37.9pp | 4239.32%-4233.0pp | 160.62%-154.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $127 | $1,201-89.4% | $1,924-93.4% | $4,125-96.9% |
| Admin fee / account holder | $4,159 | $1,726+141.0% | $2,516+65.3% | $5,651-26.4% |