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 | $88,160 | $75,183+17.3% | $123,892-28.8% | $55,167+59.8% |
| Participation rate | 28.4% | 72.8%-44.4pp | 81.4%-53.0pp | 69.0%-40.5pp |
| Annual return | 6.42% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $821 | $2,823-70.9% | $4,617-82.2% | $1,963-58.2% |
| Participant deferral / active EE | $1,809 | $5,084-64.4% | $5,984-69.8% | $3,054-40.8% |
| Admin fee / account holder | $3,138 | $663+373.6% | $8,357-62.5% | $504+522.7% |