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 | $50,163 | $89,355-43.9% | $141,162-64.5% | $72,985-31.3% |
| Participation rate | 21.2% | 75.1%-54.0pp | 82.5%-61.3pp | 69.5%-48.3pp |
| Annual return | 18.86% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $949 | $3,114-69.5% | $4,735-80.0% | $2,440-61.1% |
| Participant deferral / active EE | $1,678 | $5,418-69.0% | $6,709-75.0% | $3,607-53.5% |
| Admin fee / account holder | $6,944 | $5,958+16.6% | $10,261-32.3% | $5,124+35.5% |