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 | $105,507 | $72,277+46.0% | $101,248+4.2% | $79,858+32.1% |
| Participation rate | 16.1% | 68.5%-52.3pp | 75.8%-59.7pp | 69.6%-53.5pp |
| Annual return | 7.49% | 22.30%-14.8pp | 46.47%-39.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $908 | $2,692-66.3% | $3,660-75.2% | $2,471-63.3% |
| Participant deferral / active EE | $1,230 | $3,282-62.5% | $4,370-71.9% | $3,740-67.1% |
| Admin fee / account holder | $64,504 | $4,400+1365.9% | $5,945+984.9% | $5,306+1115.6% |