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 | $155,231 | $109,413+41.9% | $156,263-0.7% | $84,808+83.0% |
| Participation rate | 54.3% | 72.7%-18.4pp | 78.9%-24.6pp | 68.3%-14.0pp |
| Annual return | 9.73% | 20.18%-10.4pp | 59.47%-49.7pp | 40.90%-31.2pp |
| Employer contribution / active EE | $964 | $2,907-66.8% | $4,333-77.8% | $2,631-63.4% |
| Participant deferral / active EE | $1,135 | $4,590-75.3% | $6,158-81.6% | $4,212-73.0% |
| Admin fee / account holder | $798 | $9,357-91.5% | $14,255-94.4% | $7,344-89.1% |