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 | $99,645 | $72,492+37.5% | $87,100+14.4% | $72,985+36.5% |
| Participation rate | 17.9% | 72.8%-55.0pp | 76.9%-59.0pp | 69.5%-51.6pp |
| Annual return | 11.00% | 24.46%-13.5pp | 28.19%-17.2pp | 81.00%-70.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,135 | $3,270-65.3% | $4,049-72.0% | $3,607-68.5% |
| Admin fee / account holder | $3,555 | $5,055-29.7% | $7,497-52.6% | $5,124-30.6% |