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 | $79,881 | $123,793-35.5% | $177,821-55.1% | $79,8580% |
| Participation rate | 58.8% | 84.7%-25.8pp | 87.7%-28.9pp | 69.6%-10.8pp |
| Annual return | 9.40% | 22.82%-13.4pp | 48.32%-38.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,073 | $4,095-49.4% | $5,918-65.0% | $2,471-16.1% |
| Participant deferral / active EE | $2,142 | $5,956-64.0% | $7,714-72.2% | $3,740-42.7% |
| Admin fee / account holder | $4,059 | $7,243-44.0% | $12,427-67.3% | $5,306-23.5% |