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 | $62,459 | $185,822-66.4% | $169,993-63.3% | $139,434-55.2% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 5.15% | 60.50%-55.3pp | 53.37%-48.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,725 | $7,590-77.3% | $6,785-74.6% | $4,751-63.7% |
| Participant deferral / active EE | $1,725 | $11,622-85.2% | $10,408-83.4% | $6,710-74.3% |
| Admin fee / account holder | $718 | $15,381-95.3% | $12,815-94.4% | $11,403-93.7% |