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 | $90,304 | $109,413-17.5% | $156,263-42.2% | $84,808+6.5% |
| Participation rate | 29.2% | 72.7%-43.5pp | 78.9%-49.7pp | 68.3%-39.1pp |
| Annual return | 10.12% | 20.18%-10.1pp | 59.47%-49.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,386 | $2,907-52.3% | $4,333-68.0% | $2,631-47.3% |
| Participant deferral / active EE | $1,581 | $4,590-65.6% | $6,158-74.3% | $4,212-62.5% |
| Admin fee / account holder | $5,018 | $9,357-46.4% | $14,255-64.8% | $7,344-31.7% |