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 | $64,384 | $109,359-41.1% | $162,163-60.3% | $72,985-11.8% |
| Participation rate | 51.2% | 84.3%-33.0pp | 87.6%-36.3pp | 69.5%-18.3pp |
| Annual return | 17.08% | 25.46%-8.4pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,251 | $3,907-42.4% | $5,614-59.9% | $2,440-7.7% |
| Participant deferral / active EE | $2,318 | $5,481-57.7% | $7,298-68.2% | $3,607-35.8% |
| Admin fee / account holder | $9,052 | $7,972+13.6% | $10,843-16.5% | $5,124+76.6% |