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 | $71,031 | $214,378-66.9% | $200,582-64.6% | $142,382-50.1% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | 7.11% | 46.41%-39.3pp | 42.33%-35.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,223 | $6,841-67.5% | $6,419-65.4% | $4,299-48.3% |
| Participant deferral / active EE | $2,905 | $9,865-70.6% | $9,331-68.9% | $6,507-55.4% |
| Admin fee / account holder | $12,175 | $17,692-31.2% | $16,305-25.3% | $12,624-3.6% |