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 | $110,562 | $80,673+37.1% | $101,326+9.1% | $84,808+30.4% |
| Participation rate | 33.3% | 77.8%-44.4pp | 81.5%-48.2pp | 68.3%-35.0pp |
| Annual return | -72.28% | 38.95%-111.2pp | 36.82%-109.1pp | 40.90%-113.2pp |
| Employer contribution / active EE | $3,374 | $2,698+25.1% | $3,665-8.0% | $2,631+28.2% |
| Participant deferral / active EE | $2,741 | $6,840-59.9% | $7,994-65.7% | $4,212-34.9% |
| Admin fee / account holder | $115,779 | $12,784+805.6% | $11,185+935.1% | $7,344+1476.6% |