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 | $20,605 | $45,566-54.8% | $64,105-67.9% | $59,632-65.4% |
| Participation rate | 37.5% | 60.2%-22.7pp | 68.2%-30.7pp | 68.7%-31.2pp |
| Annual return | -2.87% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $200 | $934-78.6% | $1,820-89.0% | $2,203-90.9% |
| Participant deferral / active EE | $556 | $2,057-73.0% | $2,822-80.3% | $3,192-82.6% |
| Admin fee / account holder | $7,884 | $3,268+141.3% | $4,499+75.2% | $4,297+83.5% |