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 | $49,402 | $171,865-71.3% | $149,718-67.0% | $147,584-66.5% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | -2.61% | 2113.22%-2115.8pp | 1501.63%-1504.2pp | 578.55%-581.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,456 | $7,271+2.5% | $6,569+13.5% | $5,439+37.1% |
| Admin fee / account holder | $3,908 | $13,799-71.7% | $11,283-65.4% | $10,885-64.1% |