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.
Employer 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 | $69,755 | $81,625-14.5% | $167,512-58.4% | $74,304-6.1% |
| Participation rate | 26.7% | 60.0%-33.4pp | 77.1%-50.4pp | 60.3%-33.7pp |
| Annual return | 13.83% | 26.09%-12.3pp | 1615.79%-1602.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,640 | $4,115-60.1% | $6,405-74.4% | $3,767-56.5% |
| Admin fee / account holder | $16,426 | $3,474+372.8% | $9,769+68.1% | $2,969+453.3% |