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 | $162,385 | $95,803+69.5% | $113,168+43.5% | $84,808+91.5% |
| Participation rate | 35.7% | 72.9%-37.2pp | 76.6%-40.9pp | 68.3%-32.6pp |
| Annual return | 10.43% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,060 | $2,360-55.1% | $2,975-64.4% | $2,631-59.7% |
| Participant deferral / active EE | $1,230 | $4,242-71.0% | $5,107-75.9% | $4,212-70.8% |
| Admin fee / account holder | $89,390 | $8,989+894.5% | $12,068+640.7% | $7,344+1117.2% |