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 | $70,545 | $73,933-4.6% | $96,683-27.0% | $75,163-6.1% |
| Participation rate | 46.7% | 66.4%-19.8pp | 74.3%-27.7pp | 67.2%-20.5pp |
| Annual return | 10.83% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $989 | $2,928-66.2% | $3,737-73.5% | $2,670-62.9% |
| Participant deferral / active EE | $1,245 | $3,659-66.0% | $4,878-74.5% | $4,125-69.8% |
| Admin fee / account holder | $1,772 | $5,216-66.0% | $6,730-73.7% | $5,651-68.6% |