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 | $124,965 | $117,983+5.9% | $101,794+22.8% | $142,382-12.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 2.15% | 36.92%-34.8pp | 30.53%-28.4pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,045 | $2,773-26.3% | $2,289-10.7% | $4,299-52.4% |
| Participant deferral / active EE | $431 | $4,714-90.9% | $4,084-89.4% | $6,507-93.4% |
| Admin fee / account holder | $14,067 | $10,433+34.8% | $8,777+60.3% | $12,624+11.4% |