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 | $74,536 | $83,477-10.7% | $125,175-40.5% | $72,985+2.1% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.8pp | 69.5%-16.5pp |
| Annual return | 14.74% | 25.78%-11.0pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $690 | $2,345-70.6% | $3,865-82.1% | $2,440-71.7% |
| Participant deferral / active EE | $1,559 | $3,585-56.5% | $4,937-68.4% | $3,607-56.8% |
| Admin fee / account holder | $2,705 | $5,517-51.0% | $9,702-72.1% | $5,124-47.2% |