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 | $71,118 | $125,758-43.4% | $169,993-58.2% | $75,163-5.4% |
| Participation rate | 43.6% | 83.6%-40.0pp | 87.0%-43.4pp | 67.2%-23.6pp |
| Annual return | 12.60% | 27.20%-14.6pp | 53.37%-40.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,580 | $4,615-65.8% | $6,785-76.7% | $2,670-40.8% |
| Participant deferral / active EE | $2,748 | $6,837-59.8% | $10,408-73.6% | $4,125-33.4% |
| Admin fee / account holder | $13,305 | $8,173+62.8% | $12,815+3.8% | $5,651+135.5% |