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 | $160,659 | $159,602+0.7% | $150,045+7.1% | $142,382+12.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 4.51% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,244 | $4,961-74.9% | $4,693-73.5% | $4,299-71.1% |
| Participant deferral / active EE | $2,462 | $8,310-70.4% | $7,997-69.2% | $6,507-62.2% |
| Admin fee / account holder | $7,673 | $14,846-48.3% | $13,435-42.9% | $12,624-39.2% |