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 | $111,004 | $148,978-25.5% | $200,582-44.7% | $84,808+30.9% |
| Participation rate | 63.4% | 84.2%-20.8pp | 86.9%-23.5pp | 68.3%-4.9pp |
| Annual return | 10.62% | 28.16%-17.5pp | 42.33%-31.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,481 | $7,142-65.3% | $9,331-73.4% | $4,212-41.1% |
| Admin fee / account holder | $17,218 | $13,977+23.2% | $16,305+5.6% | $7,344+134.5% |