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 | $91,664 | $70,756+29.5% | $65,493+40.0% | $142,382-35.6% |
| Participation rate | 68.8% | 77.4%-8.6pp | 73.1%-4.3pp | 80.1%-11.4pp |
| Annual return | 10.37% | 1754.89%-1744.5pp | 982.45%-972.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,157 | $2,881+9.6% | $2,574+22.6% | $4,299-26.6% |
| Participant deferral / active EE | $244 | $4,637-94.7% | $3,961-93.8% | $6,507-96.3% |
| Admin fee / account holder | $4,865 | $6,559-25.8% | $5,028-3.2% | $12,624-61.5% |