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 | $29,970 | $30,400-1.4% | $53,898-44.4% | $84,808-64.7% |
| Participation rate | 4.4% | 46.4%-42.0pp | 55.0%-50.5pp | 68.3%-63.9pp |
| Annual return | 11.00% | 500.19%-489.2pp | 528.60%-517.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $129 | $603-78.6% | $932-86.2% | $2,631-95.1% |
| Participant deferral / active EE | $232 | $1,199-80.7% | $1,826-87.3% | $4,212-94.5% |
| Admin fee / account holder | $21,609 | $1,993+984.1% | $2,491+767.5% | $7,344+194.2% |