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 | $166,698 | $133,922+24.5% | $116,228+43.4% | $142,382+17.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 9.61% | 147.76%-138.2pp | 90.06%-80.5pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,304 | $3,446-62.2% | $2,994-56.5% | $4,299-69.7% |
| Participant deferral / active EE | $1,304 | $5,672-77.0% | $4,953-73.7% | $6,507-80.0% |
| Admin fee / account holder | $59,530 | $14,945+298.3% | $11,989+396.5% | $12,624+371.6% |