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 | $108,881 | $76,738+41.9% | $56,411+93.0% | $145,922-25.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 1.39% | 2994.23%-2992.8pp | 1701.33%-1699.9pp | 561.29%-559.9pp |
| Employer contribution / active EE | $13,500 | $1,380+878.3% | $1,039+1199.7% | $4,660+189.7% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $360,687 | $3,334+10719.3% | $2,829+12650.6% | $13,397+2592.3% |