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 | $106,550 | $60,892+75.0% | $82,389+29.3% | $84,808+25.6% |
| Participation rate | 62.7% | 63.3%-0.6pp | 69.5%-6.8pp | 68.3%-5.6pp |
| Annual return | 9.87% | 37.29%-27.4pp | 28.67%-18.8pp | 40.90%-31.0pp |
| Employer contribution / active EE | $624 | $1,779-64.9% | $2,517-75.2% | $2,631-76.3% |
| Participant deferral / active EE | $953 | $3,179-70.0% | $4,155-77.1% | $4,212-77.4% |
| Admin fee / account holder | $4,089 | $5,467-25.2% | $7,231-43.4% | $7,344-44.3% |