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 | $112,829 | $96,484+16.9% | $156,263-27.8% | $74,304+51.8% |
| Participation rate | 25.7% | 67.7%-42.0pp | 78.9%-53.2pp | 60.3%-34.7pp |
| Annual return | 11.34% | 17.73%-6.4pp | 59.47%-48.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,016 | $4,286-76.3% | $6,158-83.5% | $3,767-73.0% |
| Admin fee / account holder | $1,953 | $3,728-47.6% | $14,255-86.3% | $2,969-34.2% |