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 | $95,271 | $86,929+9.6% | $102,423-7.0% | $80,856+17.8% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.3pp |
| Annual return | 7.84% | 18.88%-11.0pp | 29.32%-21.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $901 | $2,369-62.0% | $3,023-70.2% | $2,755-67.3% |
| Participant deferral / active EE | $1,596 | $4,118-61.2% | $5,053-68.4% | $4,296-62.8% |
| Admin fee / account holder | $53,025 | $8,049+558.8% | $9,451+461.1% | $6,918+666.5% |