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 | $64,536 | $59,054+9.3% | $97,226-33.6% | $77,643-16.9% |
| Participation rate | 25.1% | 67.9%-42.8pp | 72.7%-47.6pp | 70.6%-45.5pp |
| Annual return | 11.61% | 16.96%-5.4pp | 75.13%-63.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $626 | $1,742-64.0% | $2,729-77.0% | $2,726-77.0% |
| Participant deferral / active EE | $962 | $3,930-75.5% | $4,264-77.4% | $4,647-79.3% |
| Admin fee / account holder | $6,522 | $346+1784.0% | $5,654+15.4% | $430+1415.3% |