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 | $62,494 | $132,049-52.7% | $200,582-68.8% | $74,304-15.9% |
| Participation rate | 66.9% | 84.1%-17.1pp | 86.9%-19.9pp | 60.3%+6.6pp |
| Annual return | 13.76% | 22.22%-8.5pp | 42.33%-28.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,812 | $4,558-60.2% | $6,419-71.8% | $2,241-19.1% |
| Participant deferral / active EE | $3,141 | $7,213-56.5% | $9,331-66.3% | $3,767-16.6% |
| Admin fee / account holder | $6,238 | $2,405+159.4% | $16,305-61.7% | $2,969+110.1% |