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 | $202,130 | $81,460+148.1% | $103,333+95.6% | $80,856+150.0% |
| Participation rate | 11.8% | 66.8%-55.1pp | 74.5%-62.7pp | 67.6%-55.9pp |
| Annual return | 7.17% | 25.55%-18.4pp | 24.88%-17.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $882 | $3,105-71.6% | $3,868-77.2% | $2,755-68.0% |
| Participant deferral / active EE | $1,181 | $3,869-69.5% | $5,057-76.6% | $4,296-72.5% |
| Admin fee / account holder | $11,396 | $6,566+73.5% | $8,355+36.4% | $6,918+64.7% |