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 9-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 | $50,942 | $148,534-65.7% | $135,903-62.5% | $139,434-63.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.09% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,329 | $5,243-74.6% | $4,856-72.6% | $4,751-72.0% |
| Participant deferral / active EE | $2,282 | $8,100-71.8% | $7,758-70.6% | $6,710-66.0% |
| Admin fee / account holder | $4,462 | $12,400-64.0% | $10,762-58.5% | $11,403-60.9% |