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 | $27,311 | $159,602-82.9% | $150,045-81.8% | $142,382-80.8% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 8.49% | 70.24%-61.7pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,051 | $4,961-78.8% | $4,693-77.6% | $4,299-75.6% |
| Participant deferral / active EE | $2,401 | $8,310-71.1% | $7,997-70.0% | $6,507-63.1% |
| Admin fee / account holder | $12,531 | $14,846-15.6% | $13,435-6.7% | $12,624-0.7% |