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 | $50,727 | $109,881-53.8% | $150,045-66.2% | $84,808-40.2% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 11.52% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $7,296 | $3,561+104.9% | $4,693+55.5% | $2,631+177.3% |
| Participant deferral / active EE | $2,478 | $6,636-62.7% | $7,997-69.0% | $4,212-41.2% |
| Admin fee / account holder | $2,082 | $8,568-75.7% | $13,435-84.5% | $7,344-71.7% |