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 | $181,281 | $54,541+232.4% | $78,778+130.1% | $70,131+158.5% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 4.41% | 21.07%-16.7pp | 35.62%-31.2pp | 73.14%-68.7pp |
| Employer contribution / active EE | $264 | $1,089-75.8% | $1,986-86.7% | $2,342-88.7% |
| Participant deferral / active EE | $976 | $2,210-55.8% | $2,958-67.0% | $3,332-70.7% |
| Admin fee / account holder | $4,809 | $3,709+29.7% | $5,134-6.3% | $4,645+3.5% |