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 | $67,546 | $80,673-16.3% | $101,326-33.3% | $84,808-20.4% |
| Participation rate | 37.2% | 77.8%-40.6pp | 81.5%-44.3pp | 68.3%-31.1pp |
| Annual return | 13.07% | 38.95%-25.9pp | 36.82%-23.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $679 | $2,698-74.8% | $3,665-81.5% | $2,631-74.2% |
| Participant deferral / active EE | $1,390 | $6,840-79.7% | $7,994-82.6% | $4,212-67.0% |
| Admin fee / account holder | $17,990 | $12,784+40.7% | $11,185+60.8% | $7,344+145.0% |