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 | $87,792 | $138,347-36.5% | $184,203-52.3% | $80,856+8.6% |
| Participation rate | 63.2% | 83.9%-20.7pp | 86.8%-23.7pp | 67.6%-4.5pp |
| Annual return | 10.28% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,739 | $4,850-64.1% | $6,427-72.9% | $2,755-36.9% |
| Participant deferral / active EE | $2,296 | $7,071-67.5% | $9,131-74.9% | $4,296-46.5% |
| Admin fee / account holder | $5,719 | $10,483-45.4% | $13,901-58.9% | $6,918-17.3% |