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 | $108,457 | $109,881-1.3% | $150,045-27.7% | $84,808+27.9% |
| Participation rate | 15.2% | 76.1%-60.9pp | 82.3%-67.2pp | 68.3%-53.2pp |
| Annual return | 10.64% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $881 | $3,561-75.3% | $4,693-81.2% | $2,631-66.5% |
| Participant deferral / active EE | $933 | $6,636-85.9% | $7,997-88.3% | $4,212-77.8% |
| Admin fee / account holder | $12,324 | $8,568+43.8% | $13,435-8.3% | $7,344+67.8% |