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 | $170,264 | $118,849+43.3% | $96,562+76.3% | $167,490+1.7% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 6.14% | 50.49%-44.3pp | 37.78%-31.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $765 | $3,120-75.5% | $2,356-67.5% | $4,837-84.2% |
| Participant deferral / active EE | $809 | $4,616-82.5% | $3,849-79.0% | $6,341-87.2% |
| Admin fee / account holder | $5,966 | $8,065-26.0% | $6,181-3.5% | $12,309-51.5% |