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 8-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 | $50,127 | $138,347-63.8% | $184,203-72.8% | $80,856-38.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 86.8%-32.3pp | 67.6%-13.1pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,088 | $4,850-57.0% | $6,427-67.5% | $2,755-24.2% |
| Participant deferral / active EE | $1,281 | $7,071-81.9% | $9,131-86.0% | $4,296-70.2% |
| Admin fee / account holder | $18,600 | $10,483+77.4% | $13,901+33.8% | $6,918+168.9% |