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 | $32,928 | $101,317-67.5% | $146,958-77.6% | $74,495-55.8% |
| Participation rate | 35.6% | 75.5%-40.0pp | 82.2%-46.6pp | 67.2%-31.6pp |
| Annual return | 11.07% | 8730.91%-8719.8pp | 418.34%-407.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,714 | $7,303-76.5% | $8,070-78.8% | $4,346-60.6% |
| Admin fee / account holder | $8,561 | $1,739+392.4% | $12,998-34.1% | $1,942+340.9% |