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 | $169,389 | $102,604+65.1% | $86,188+96.5% | $139,434+21.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 5.35% | 1922.51%-1917.2pp | 1168.45%-1163.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $836 | $3,032-72.4% | $2,380-64.9% | $4,751-82.4% |
| Participant deferral / active EE | $890 | $4,676-81.0% | $3,985-77.7% | $6,710-86.7% |
| Admin fee / account holder | $25,078 | $8,657+189.7% | $6,852+266.0% | $11,403+119.9% |