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 | $116,662 | $66,098+76.5% | $101,794+14.6% | $74,304+57.0% |
| Participation rate | 18.5% | 53.8%-35.2pp | 69.2%-50.7pp | 60.3%-41.8pp |
| Annual return | 12.10% | 19.59%-7.5pp | 30.53%-18.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $348 | $1,082-67.8% | $2,289-84.8% | $2,241-84.5% |
| Participant deferral / active EE | $848 | $2,781-69.5% | $4,084-79.2% | $3,767-77.5% |
| Admin fee / account holder | $10,416 | $4,146+151.2% | $8,777+18.7% | $2,969+250.8% |