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 | $82,469 | $78,485+5.1% | $106,213-22.4% | $74,495+10.7% |
| Participation rate | 48.0% | 72.8%-24.8pp | 75.3%-27.3pp | 67.2%-19.2pp |
| Annual return | 8.38% | 15.95%-7.6pp | 116.14%-107.8pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $776 | $2,523-69.3% | $3,171-75.5% | $2,623-70.4% |
| Participant deferral / active EE | $1,229 | $4,322-71.6% | $5,016-75.5% | $4,346-71.7% |
| Admin fee / account holder | $3,727 | $2,232+67.0% | $11,033-66.2% | $1,942+92.0% |