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 | $41,547 | $83,902-50.5% | $167,512-75.2% | $84,808-51.0% |
| Participation rate | 23.3% | 66.5%-43.2pp | 77.1%-53.8pp | 68.3%-45.1pp |
| Annual return | 8.50% | 91.55%-83.1pp | 1615.79%-1607.3pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $147 | $4,442-96.7% | $6,405-97.7% | $4,212-96.5% |
| Admin fee / account holder | $565 | $7,915-92.9% | $9,769-94.2% | $7,344-92.3% |