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 | $184,047 | $104,974+75.3% | $95,585+92.5% | $142,382+29.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | -3.82% | 210.33%-214.1pp | 38.56%-42.4pp | 217.08%-220.9pp |
| Employer contribution / active EE | $321 | $2,779-88.4% | $2,527-87.3% | $4,299-92.5% |
| Participant deferral / active EE | $321 | $4,352-92.6% | $4,023-92.0% | $6,507-95.1% |
| Admin fee / account holder | $1,313 | $6,386-79.4% | $6,127-78.6% | $12,624-89.6% |