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 | $153,412 | $86,929+76.5% | $102,423+49.8% | $80,856+89.7% |
| Participation rate | 20.4% | 72.4%-52.0pp | 76.5%-56.1pp | 67.6%-47.2pp |
| Annual return | 8.61% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $742 | $4,118-82.0% | $5,053-85.3% | $4,296-82.7% |
| Admin fee / account holder | $797 | $8,049-90.1% | $9,451-91.6% | $6,918-88.5% |