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 | $142,683 | $84,936+68.0% | $111,297+28.2% | $79,386+79.7% |
| Participation rate | 13.6% | 75.9%-62.2pp | 77.3%-63.7pp | 70.7%-57.1pp |
| Annual return | 10.43% | 17.45%-7.0pp | 54.65%-44.2pp | 116.85%-106.4pp |
| Employer contribution / active EE | $658 | $1,979-66.7% | $2,731-75.9% | $2,427-72.9% |
| Participant deferral / active EE | $1,457 | $3,888-62.5% | $4,487-67.5% | $4,046-64.0% |
| Admin fee / account holder | $1,935 | $537+260.2% | $7,964-75.7% | $626+208.8% |