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 5-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 | $8,180 | $24,730-66.9% | $66,042-87.6% | $84,808-90.4% |
| Participation rate | 18.0% | 68.1%-50.1pp | 67.5%-49.5pp | 68.3%-50.3pp |
| Annual return | 12.91% | 79.55%-66.6pp | 52.11%-39.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $226 | $857-73.6% | $1,579-85.7% | $2,631-91.4% |
| Participant deferral / active EE | $371 | $1,737-78.6% | $2,835-86.9% | $4,212-91.2% |
| Admin fee / account holder | $7,721 | $3,014+156.2% | $5,747+34.4% | $7,344+5.1% |