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 | $145,917 | $84,556+72.6% | $116,228+25.5% | $74,304+96.4% |
| Participation rate | 24.8% | 66.0%-41.2pp | 74.6%-49.8pp | 60.3%-35.6pp |
| Annual return | 11.25% | 18.35%-7.1pp | 90.06%-78.8pp | 29.43%-18.2pp |
| Employer contribution / active EE | $660 | $2,168-69.5% | $2,994-78.0% | $2,241-70.5% |
| Participant deferral / active EE | $1,564 | $3,814-59.0% | $4,953-68.4% | $3,767-58.5% |
| Admin fee / account holder | $45,531 | $3,792+1100.7% | $11,989+279.8% | $2,969+1433.6% |