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 | $129,832 | $69,477+86.9% | $94,646+37.2% | $71,457+81.7% |
| Participation rate | 42.5% | 78.4%-36.0pp | 80.8%-38.4pp | 67.9%-25.5pp |
| Annual return | 16.83% | 29.66%-12.8pp | 156.71%-139.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,436 | $2,853-49.7% | $3,672-60.9% | $2,588-44.5% |
| Participant deferral / active EE | $2,744 | $7,345-62.6% | $7,418-63.0% | $4,289-36.0% |
| Admin fee / account holder | $9,630 | $1,210+696.1% | $7,231+33.2% | $1,587+506.7% |