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 7-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 | $128,959 | $29,660+334.8% | $56,411+128.6% | $80,856+59.5% |
| Participation rate | 4.0% | 41.6%-37.6pp | 52.5%-48.5pp | 67.6%-63.6pp |
| Annual return | 8.60% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $246 | $669-63.2% | $1,039-76.3% | $2,755-91.1% |
| Participant deferral / active EE | $100 | $1,226-91.9% | $1,952-94.9% | $4,296-97.7% |
| Admin fee / account holder | $136,582 | $2,428+5526.4% | $2,829+4728.3% | $6,918+1874.3% |