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 | $28,610 | $72,400-60.5% | $67,502-57.6% | $145,922-80.4% |
| Participation rate | 4.5% | 76.9%-72.3pp | 72.9%-68.3pp | 80.3%-75.7pp |
| Annual return | 8.65% | 7182.46%-7173.8pp | 3512.12%-3503.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $90 | $3,069-97.1% | $2,731-96.7% | $4,660-98.1% |
| Participant deferral / active EE | $953 | $4,783-80.1% | $4,000-76.2% | $6,688-85.8% |
| Admin fee / account holder | $93,344 | $5,539+1585.3% | $3,998+2235.0% | $13,397+596.8% |