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 | $102,505 | $55,449+84.9% | $83,848+22.3% | $56,287+82.1% |
| Participation rate | 31.4% | 68.0%-36.6pp | 76.1%-44.8pp | 69.9%-38.5pp |
| Annual return | -8.57% | -1.38%-7.2pp | 850.88%-859.5pp | -9.96%+1.4pp |
| Employer contribution / active EE | $680 | $2,430-72.0% | $3,631-81.3% | $2,111-67.8% |
| Participant deferral / active EE | $1,192 | $2,935-59.4% | $4,082-70.8% | $3,350-64.4% |
| Admin fee / account holder | $1,540 | $656+134.8% | $5,478-71.9% | $521+195.6% |