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 | $23,881 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.79% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,816 | $5,243-65.4% | $4,856-62.6% | $4,751-61.8% |
| Participant deferral / active EE | $813 | $8,100-90.0% | $7,758-89.5% | $6,710-87.9% |
| Admin fee / account holder | $1,970 | $12,400-84.1% | $10,762-81.7% | $11,403-82.7% |