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 | $133,861 | $70,475+89.9% | $100,516+33.2% | $79,858+67.6% |
| Participation rate | 52.0% | 73.7%-21.7pp | 79.4%-27.4pp | 69.6%-17.6pp |
| Annual return | 10.21% | 21.90%-11.7pp | 30.89%-20.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $259 | $2,165-88.0% | $3,418-92.4% | $2,471-89.5% |
| Participant deferral / active EE | $2,240 | $5,181-56.8% | $6,270-64.3% | $3,740-40.1% |
| Admin fee / account holder | $1,218 | $4,478-72.8% | $8,081-84.9% | $5,306-77.0% |