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 | $135,071 | $71,050+90.1% | $93,606+44.3% | $80,856+67.1% |
| Participation rate | 23.3% | 60.4%-37.1pp | 68.7%-45.4pp | 67.6%-44.3pp |
| Annual return | 7.75% | 11.26%-3.5pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $515 | $1,564-67.1% | $2,420-78.7% | $2,755-81.3% |
| Participant deferral / active EE | $1,190 | $4,034-70.5% | $4,411-73.0% | $4,296-72.3% |
| Admin fee / account holder | $62,941 | $6,945+806.3% | $8,285+659.7% | $6,918+809.8% |