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 | $118,519 | $165,335-28.3% | $149,696-20.8% | $158,922-25.4% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 2.07% | 348.15%-346.1pp | 276.60%-274.5pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,322 | $5,103-74.1% | $4,644-71.5% | $4,761-72.2% |
| Participant deferral / active EE | $1,411 | $7,181-80.4% | $6,842-79.4% | $5,982-76.4% |
| Admin fee / account holder | $829 | $10,807-92.3% | $9,309-91.1% | $11,246-92.6% |