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 | $134,670 | $89,753+50.0% | $107,525+25.2% | $84,808+58.8% |
| Participation rate | 27.6% | 68.1%-40.5pp | 75.1%-47.5pp | 68.3%-40.7pp |
| Annual return | 11.91% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $973 | $3,113-68.8% | $3,754-74.1% | $2,631-63.0% |
| Participant deferral / active EE | $1,689 | $4,056-58.4% | $5,116-67.0% | $4,212-59.9% |
| Admin fee / account holder | $55,510 | $7,222+668.6% | $8,919+522.4% | $7,344+655.9% |