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 | $131,856 | $89,753+46.9% | $107,525+22.6% | $84,808+55.5% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 11.37% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,263 | $4,056-68.9% | $5,116-75.3% | $4,212-70.0% |
| Admin fee / account holder | $1,632 | $7,222-77.4% | $8,919-81.7% | $7,344-77.8% |