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 | $82,224 | $83,477-1.5% | $125,175-34.3% | $72,985+12.7% |
| Participation rate | 54.1% | 73.3%-19.2pp | 79.8%-25.7pp | 69.5%-15.4pp |
| Annual return | 14.12% | 25.78%-11.7pp | 43.79%-29.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $615 | $2,345-73.8% | $3,865-84.1% | $2,440-74.8% |
| Participant deferral / active EE | $1,556 | $3,585-56.6% | $4,937-68.5% | $3,607-56.9% |
| Admin fee / account holder | $14,945 | $5,517+170.9% | $9,702+54.0% | $5,124+191.6% |