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 | $58,717 | $96,484-39.1% | $156,263-62.4% | $74,304-21.0% |
| Participation rate | 50.9% | 67.7%-16.8pp | 78.9%-28.0pp | 60.3%-9.5pp |
| Annual return | 12.38% | 17.73%-5.4pp | 59.47%-47.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,039 | $2,528-58.9% | $4,333-76.0% | $2,241-53.6% |
| Participant deferral / active EE | $1,984 | $4,286-53.7% | $6,158-67.8% | $3,767-47.3% |
| Admin fee / account holder | $8,211 | $3,728+120.3% | $14,255-42.4% | $2,969+176.6% |