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 | $32,714 | $72,277-54.7% | $101,248-67.7% | $79,858-59.0% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 9.42% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,573 | $2,692+32.8% | $3,660-2.4% | $2,471+44.6% |
| Participant deferral / active EE | $729 | $3,282-77.8% | $4,370-83.3% | $3,740-80.5% |
| Admin fee / account holder | $2,549 | $4,400-42.1% | $5,945-57.1% | $5,306-52.0% |