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 3-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 | $1,975 | $27,915-92.9% | $58,482-96.6% | $75,163-97.4% |
| Participation rate | 6.3% | 38.8%-32.6pp | 50.9%-44.6pp | 67.2%-60.9pp |
| Annual return | 12.18% | 44.20%-32.0pp | 4239.32%-4227.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $139 | $1,201-88.4% | $1,924-92.8% | $4,125-96.6% |
| Admin fee / account holder | $1,566 | $1,726-9.3% | $2,516-37.8% | $5,651-72.3% |