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 | $108,088 | $112,096-3.6% | $95,952+12.6% | $158,922-32.0% |
| Participation rate | 12.5% | 79.0%-66.5pp | 77.1%-64.6pp | 82.0%-69.5pp |
| Annual return | 0.01% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $566 | $3,198-82.3% | $2,541-77.7% | $4,761-88.1% |
| Participant deferral / active EE | $2,768 | $4,784-42.1% | $4,167-33.6% | $5,982-53.7% |
| Admin fee / account holder | $340,135 | $10,130+3257.6% | $6,795+4905.4% | $11,246+2924.6% |