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 5-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 | $50,683 | $105,181-51.8% | $159,436-68.2% | $85,850-41.0% |
| Participation rate | 37.1% | 75.8%-38.6pp | 82.8%-45.7pp | 69.3%-32.2pp |
| Annual return | 12.01% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,236 | $3,318-62.8% | $4,829-74.4% | $2,565-51.8% |
| Participant deferral / active EE | $2,324 | $5,945-60.9% | $7,352-68.4% | $3,952-41.2% |
| Admin fee / account holder | $3,424 | $6,933-50.6% | $10,799-68.3% | $6,260-45.3% |