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 4-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 | $174,517 | $177,572-1.7% | $154,803+12.7% | $142,382+22.6% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 9.22% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $943 | $4,810-80.4% | $4,305-78.1% | $4,299-78.1% |
| Participant deferral / active EE | $1,215 | $6,272-80.6% | $5,540-78.1% | $6,507-81.3% |
| Admin fee / account holder | $502 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |