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 | $210,330 | $179,726+17.0% | $156,263+34.6% | $142,382+47.7% |
| Participation rate | 21.4% | 82.1%-60.6pp | 78.9%-57.5pp | 80.1%-58.7pp |
| Annual return | 8.18% | 77.86%-69.7pp | 59.47%-51.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,415 | $6,956-79.7% | $6,158-77.0% | $6,507-78.2% |
| Admin fee / account holder | $23,626 | $17,272+36.8% | $14,255+65.7% | $12,624+87.2% |