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 | $139,825 | $72,492+92.9% | $87,100+60.5% | $72,985+91.6% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-25.9pp | 69.5%-18.5pp |
| Annual return | 9.72% | 24.46%-14.7pp | 28.19%-18.5pp | 81.00%-71.3pp |
| Employer contribution / active EE | $7,547 | $1,894+298.5% | $2,521+199.3% | $2,440+209.3% |
| Participant deferral / active EE | $1,072 | $3,270-67.2% | $4,049-73.5% | $3,607-70.3% |
| Admin fee / account holder | $6,078 | $5,055+20.2% | $7,497-18.9% | $5,124+18.6% |