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 | $75,759 | $31,310+142.0% | $53,898+40.6% | $74,304+2.0% |
| Participation rate | 4.6% | 30.7%-26.0pp | 55.0%-50.3pp | 60.3%-55.7pp |
| Annual return | 13.04% | 23.16%-10.1pp | 528.60%-515.6pp | 29.43%-16.4pp |
| Employer contribution / active EE | $129 | $450-71.3% | $932-86.2% | $2,241-94.2% |
| Participant deferral / active EE | $172 | $934-81.6% | $1,826-90.6% | $3,767-95.4% |
| Admin fee / account holder | $2,141 | $2,175-1.6% | $2,491-14.0% | $2,969-27.9% |