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 | $123,646 | $98,750+25.2% | $149,696-17.4% | $79,858+54.8% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 9.13% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,365 | $3,216-57.6% | $4,644-70.6% | $2,471-44.8% |
| Participant deferral / active EE | $2,216 | $5,680-61.0% | $6,842-67.6% | $3,740-40.7% |
| Admin fee / account holder | $1,350 | $6,053-77.7% | $9,309-85.5% | $5,306-74.5% |