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 | $88,027 | $117,983-25.4% | $101,794-13.5% | $142,382-38.2% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.2%-41.4pp | 80.1%-52.3pp |
| Annual return | 6.61% | 36.92%-30.3pp | 30.53%-23.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $555 | $2,773-80.0% | $2,289-75.8% | $4,299-87.1% |
| Participant deferral / active EE | $672 | $4,714-85.7% | $4,084-83.5% | $6,507-89.7% |
| Admin fee / account holder | $35,957 | $10,433+244.6% | $8,777+309.7% | $12,624+184.8% |