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 | $90,527 | $106,584-15.1% | $101,326-10.7% | $142,382-36.4% |
| Participation rate | 15.4% | 82.7%-67.3pp | 81.5%-66.1pp | 80.1%-64.7pp |
| Annual return | 3.58% | 36.93%-33.3pp | 36.82%-33.2pp | 217.08%-213.5pp |
| Employer contribution / active EE | $224 | $3,956-94.3% | $3,665-93.9% | $4,299-94.8% |
| Participant deferral / active EE | $559 | $8,297-93.3% | $7,994-93.0% | $6,507-91.4% |
| Admin fee / account holder | $580 | $11,446-94.9% | $11,185-94.8% | $12,624-95.4% |