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 | $80,886 | $96,484-16.2% | $156,263-48.2% | $74,304+8.9% |
| Participation rate | 23.6% | 67.7%-44.0pp | 78.9%-55.3pp | 60.3%-36.7pp |
| Annual return | 12.76% | 17.73%-5.0pp | 59.47%-46.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,460 | $4,286-65.9% | $6,158-76.3% | $3,767-61.3% |
| Admin fee / account holder | $5,179 | $3,728+38.9% | $14,255-63.7% | $2,969+74.5% |