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 | $131,244 | $100,923+30.0% | $150,045-12.5% | $74,304+76.6% |
| Participation rate | 14.2% | 70.1%-55.9pp | 82.3%-68.2pp | 60.3%-46.2pp |
| Annual return | 13.21% | 51.77%-38.6pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,631 | $6,709-75.7% | $7,997-79.6% | $3,767-56.7% |
| Admin fee / account holder | $2,223 | $2,767-19.7% | $13,435-83.5% | $2,969-25.1% |