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 | $187,968 | $109,881+71.1% | $150,045+25.3% | $84,808+121.6% |
| Participation rate | 30.0% | 76.1%-46.1pp | 82.3%-52.3pp | 68.3%-38.3pp |
| Annual return | 12.46% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,214 | $6,636-81.7% | $7,997-84.8% | $4,212-71.2% |
| Admin fee / account holder | $3,370 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |