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 | $181,549 | $109,881+65.2% | $150,045+21.0% | $84,808+114.1% |
| Participation rate | 20.5% | 76.1%-55.6pp | 82.3%-61.9pp | 68.3%-47.9pp |
| Annual return | 9.98% | 28.25%-18.3pp | 62.55%-52.6pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,085 | $3,561-69.5% | $4,693-76.9% | $2,631-58.8% |
| Participant deferral / active EE | $651 | $6,636-90.2% | $7,997-91.9% | $4,212-84.5% |
| Admin fee / account holder | $1,424 | $8,568-83.4% | $13,435-89.4% | $7,344-80.6% |