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 5-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 | $113,545 | $214,378-47.0% | $200,582-43.4% | $142,382-20.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 9.26% | 46.41%-37.1pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,930 | $6,841-71.8% | $6,419-69.9% | $4,299-55.1% |
| Participant deferral / active EE | $2,622 | $9,865-73.4% | $9,331-71.9% | $6,507-59.7% |
| Admin fee / account holder | $8,400 | $17,692-52.5% | $16,305-48.5% | $12,624-33.5% |