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 | $35,948 | $159,602-77.5% | $150,045-76.0% | $142,382-74.8% |
| Participation rate | 22.7% | 84.0%-61.2pp | 82.3%-59.6pp | 80.1%-57.4pp |
| Annual return | 2.81% | 70.24%-67.4pp | 62.55%-59.7pp | 217.08%-214.3pp |
| Employer contribution / active EE | $1,006 | $4,961-79.7% | $4,693-78.6% | $4,299-76.6% |
| Participant deferral / active EE | $1,954 | $8,310-76.5% | $7,997-75.6% | $6,507-70.0% |
| Admin fee / account holder | $519 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |