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 | $139,465 | $74,927+86.1% | $101,794+37.0% | $84,808+64.4% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.2%-40.6pp | 68.3%-39.7pp |
| Annual return | 9.19% | 18.70%-9.5pp | 30.53%-21.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $383 | $1,522-74.8% | $2,289-83.3% | $2,631-85.4% |
| Participant deferral / active EE | $1,183 | $3,099-61.8% | $4,084-71.0% | $4,212-71.9% |
| Admin fee / account holder | $3,508 | $6,514-46.1% | $8,777-60.0% | $7,344-52.2% |