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 9-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 | $46,396 | $189,613-75.5% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | -8.20% | 2024.68%-2032.9pp | 1615.79%-1624.0pp | 217.08%-225.3pp |
| Employer contribution / active EE | $947 | $4,349-78.2% | $3,882-75.6% | $4,299-78.0% |
| Participant deferral / active EE | $1,125 | $6,981-83.9% | $6,405-82.4% | $6,507-82.7% |
| Admin fee / account holder | $35,360 | $10,528+235.9% | $9,769+262.0% | $12,624+180.1% |