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 | $72,201 | $86,286-16.3% | $111,297-35.1% | $85,850-15.9% |
| Participation rate | 29.8% | 73.3%-43.5pp | 77.3%-47.5pp | 69.3%-39.5pp |
| Annual return | 10.19% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $868 | $2,043-57.5% | $2,731-68.2% | $2,565-66.2% |
| Participant deferral / active EE | $1,362 | $3,641-62.6% | $4,487-69.6% | $3,952-65.5% |
| Admin fee / account holder | $13,313 | $8,188+62.6% | $7,964+67.2% | $6,260+112.7% |