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 | $157,192 | $95,803+64.1% | $113,168+38.9% | $84,808+85.4% |
| Participation rate | 22.2% | 72.9%-50.6pp | 76.6%-54.3pp | 68.3%-46.1pp |
| Annual return | 5.37% | 25.00%-19.6pp | 24.27%-18.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,297 | $4,242-69.4% | $5,107-74.6% | $4,212-69.2% |
| Admin fee / account holder | $33,131 | $8,989+268.6% | $12,068+174.5% | $7,344+351.1% |