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 | $68,936 | $80,968-14.9% | $96,544-28.6% | $75,163-8.3% |
| Participation rate | 69.6% | 71.8%-2.2pp | 76.0%-6.4pp | 67.2%+2.4pp |
| Annual return | 11.74% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,314 | $2,282+1.4% | $2,965-22.0% | $2,670-13.3% |
| Participant deferral / active EE | $1,228 | $3,928-68.7% | $4,851-74.7% | $4,125-70.2% |
| Admin fee / account holder | $693 | $6,724-89.7% | $8,252-91.6% | $5,651-87.7% |