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 | $85,302 | $95,803-11.0% | $113,168-24.6% | $84,808+0.6% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 5.23% | 25.00%-19.8pp | 24.27%-19.0pp | 40.90%-35.7pp |
| Employer contribution / active EE | $843 | $2,360-64.3% | $2,975-71.7% | $2,631-67.9% |
| Participant deferral / active EE | $1,322 | $4,242-68.8% | $5,107-74.1% | $4,212-68.6% |
| Admin fee / account holder | $628 | $8,989-93.0% | $12,068-94.8% | $7,344-91.5% |