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 | $76,472 | $214,378-64.3% | $200,582-61.9% | $142,382-46.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 11.44% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,029 | $6,841+2.7% | $6,419+9.5% | $4,299+63.5% |
| Participant deferral / active EE | $2,802 | $9,865-71.6% | $9,331-70.0% | $6,507-56.9% |
| Admin fee / account holder | $21,903 | $17,692+23.8% | $16,305+34.3% | $12,624+73.5% |