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 | $68,760 | $159,901-57.0% | $146,958-53.2% | $145,922-52.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.59% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,462 | $5,286-72.3% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $1,772 | $8,428-79.0% | $8,070-78.0% | $6,688-73.5% |
| Admin fee / account holder | $5,990 | $15,044-60.2% | $12,998-53.9% | $13,397-55.3% |