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 | $79,828 | $69,362+15.1% | $101,248-21.2% | $73,488+8.6% |
| Participation rate | 35.8% | 68.4%-32.6pp | 75.8%-40.0pp | 70.7%-34.8pp |
| Annual return | 8.78% | 18.46%-9.7pp | 46.47%-37.7pp | 28.51%-19.7pp |
| Employer contribution / active EE | $785 | $2,628-70.1% | $3,660-78.5% | $2,270-65.4% |
| Participant deferral / active EE | $1,326 | $3,300-59.8% | $4,370-69.7% | $3,740-64.5% |
| Admin fee / account holder | $5,244 | $704+645.4% | $5,945-11.8% | $513+922.2% |