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 5-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 | $191,164 | $179,726+6.4% | $156,263+22.3% | $142,382+34.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 0.80% | 77.86%-77.1pp | 59.47%-58.7pp | 217.08%-216.3pp |
| Employer contribution / active EE | $1,124 | $5,069-77.8% | $4,333-74.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,717 | $6,956-75.3% | $6,158-72.1% | $6,507-73.6% |
| Admin fee / account holder | $18,286 | $17,272+5.9% | $14,255+28.3% | $12,624+44.9% |