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 | $158,364 | $106,890+48.2% | $84,015+88.5% | $152,861+3.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 5.56% | 104.99%-99.4pp | 71.31%-65.8pp | 345.32%-339.8pp |
| Employer contribution / active EE | $888 | $2,734-67.5% | $1,983-55.2% | $4,762-81.3% |
| Participant deferral / active EE | $951 | $4,011-76.3% | $3,239-70.6% | $5,850-83.7% |
| Admin fee / account holder | $11,114 | $8,285+34.1% | $6,101+82.2% | $11,596-4.2% |