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 8-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 | $23,349 | $150,187-84.5% | $120,354-80.6% | $145,922-84.0% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.3pp | 80.3%-51.7pp |
| Annual return | 7.91% | 154.07%-146.2pp | 107.15%-99.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $896 | $6,173-85.5% | $4,991-82.0% | $6,688-86.6% |
| Admin fee / account holder | $26,761 | $12,207+119.2% | $9,423+184.0% | $13,397+99.8% |