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 | $105,069 | $159,602-34.2% | $150,045-30.0% | $142,382-26.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 3.62% | 70.24%-66.6pp | 62.55%-58.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,006 | $4,961-79.7% | $4,693-78.6% | $4,299-76.6% |
| Participant deferral / active EE | $1,006 | $8,310-87.9% | $7,997-87.4% | $6,507-84.5% |
| Admin fee / account holder | $11,785 | $14,846-20.6% | $13,435-12.3% | $12,624-6.6% |