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 | $157,315 | $177,572-11.4% | $154,803+1.6% | $142,382+10.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 6.64% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,085 | $4,810-77.4% | $4,305-74.8% | $4,299-74.8% |
| Participant deferral / active EE | $1,573 | $6,272-74.9% | $5,540-71.6% | $6,507-75.8% |
| Admin fee / account holder | $16,219 | $16,786-3.4% | $14,329+13.2% | $12,624+28.5% |