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 | $97,784 | $109,413-10.6% | $156,263-37.4% | $84,808+15.3% |
| Participation rate | 21.9% | 72.7%-50.8pp | 78.9%-57.0pp | 68.3%-46.4pp |
| Annual return | 11.84% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $942 | $2,907-67.6% | $4,333-78.3% | $2,631-64.2% |
| Participant deferral / active EE | $1,845 | $4,590-59.8% | $6,158-70.0% | $4,212-56.2% |
| Admin fee / account holder | $83,793 | $9,357+795.5% | $14,255+487.8% | $7,344+1041.0% |