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 | $86,722 | $80,673+7.5% | $101,326-14.4% | $84,808+2.3% |
| Participation rate | 65.6% | 77.8%-12.2pp | 81.5%-15.9pp | 68.3%-2.7pp |
| Annual return | 13.23% | 38.95%-25.7pp | 36.82%-23.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,244 | $2,698-16.8% | $3,665-38.8% | $2,631-14.7% |
| Participant deferral / active EE | $1,829 | $6,840-73.3% | $7,994-77.1% | $4,212-56.6% |
| Admin fee / account holder | $4,648 | $12,784-63.6% | $11,185-58.4% | $7,344-36.7% |