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 | $208,756 | $112,096+86.2% | $95,952+117.6% | $158,922+31.4% |
| Participation rate | 21.4% | 79.0%-57.5pp | 77.1%-55.6pp | 82.0%-60.5pp |
| Annual return | 2.49% | 171.09%-168.6pp | 91.61%-89.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $839 | $4,784-82.5% | $4,167-79.9% | $5,982-86.0% |
| Admin fee / account holder | $105,967 | $10,130+946.0% | $6,795+1459.4% | $11,246+842.3% |