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 | $90,088 | $49,173+83.2% | $121,098-25.6% | $75,163+19.9% |
| Participation rate | 17.0% | 55.4%-38.4pp | 69.5%-52.5pp | 67.2%-50.2pp |
| Annual return | 11.73% | 55.99%-44.3pp | 985.75%-974.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,888 | $2,628-28.2% | $4,080-53.7% | $4,125-54.2% |
| Admin fee / account holder | $1,013 | $3,942-74.3% | $5,644-82.0% | $5,651-82.1% |