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 | $193,866 | $80,673+140.3% | $101,326+91.3% | $84,808+128.6% |
| Participation rate | 59.1% | 77.8%-18.7pp | 81.5%-22.4pp | 68.3%-9.2pp |
| Annual return | 14.52% | 38.95%-24.4pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $950 | $2,698-64.8% | $3,665-74.1% | $2,631-63.9% |
| Participant deferral / active EE | $2,120 | $6,840-69.0% | $7,994-73.5% | $4,212-49.7% |
| Admin fee / account holder | $4,386 | $12,784-65.7% | $11,185-60.8% | $7,344-40.3% |