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 | $111,725 | $124,281-10.1% | $109,143+2.4% | $167,490-33.3% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 6.81% | 26.04%-19.2pp | 25.75%-18.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $1,016 | $4,207-75.9% | $3,722-72.7% | $4,837-79.0% |
| Participant deferral / active EE | $1,299 | $5,255-75.3% | $4,653-72.1% | $6,341-79.5% |
| Admin fee / account holder | $5,749 | $7,970-27.9% | $6,752-14.9% | $12,309-53.3% |