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 | $104,330 | $74,927+39.2% | $101,794+2.5% | $84,808+23.0% |
| Participation rate | 15.8% | 61.4%-45.6pp | 69.2%-53.4pp | 68.3%-52.5pp |
| Annual return | 12.19% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $424 | $1,522-72.1% | $2,289-81.5% | $2,631-83.9% |
| Participant deferral / active EE | $653 | $3,099-78.9% | $4,084-84.0% | $4,212-84.5% |
| Admin fee / account holder | $10,707 | $6,514+64.4% | $8,777+22.0% | $7,344+45.8% |