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 | $123,150 | $95,803+28.5% | $113,168+8.8% | $84,808+45.2% |
| Participation rate | 50.9% | 72.9%-22.0pp | 76.6%-25.7pp | 68.3%-17.4pp |
| Annual return | 11.94% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-29.0pp |
| Employer contribution / active EE | $916 | $2,360-61.2% | $2,975-69.2% | $2,631-65.2% |
| Participant deferral / active EE | $1,409 | $4,242-66.8% | $5,107-72.4% | $4,212-66.6% |
| Admin fee / account holder | $14,220 | $8,989+58.2% | $12,068+17.8% | $7,344+93.6% |