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 | $109,244 | $74,927+45.8% | $101,794+7.3% | $84,808+28.8% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.2%-32.1pp | 68.3%-31.3pp |
| Annual return | 11.49% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $474 | $1,522-68.8% | $2,289-79.3% | $2,631-82.0% |
| Participant deferral / active EE | $1,206 | $3,099-61.1% | $4,084-70.5% | $4,212-71.4% |
| Admin fee / account holder | $721 | $6,514-88.9% | $8,777-91.8% | $7,344-90.2% |