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 | $84,711 | $84,233+0.6% | $170,442-50.3% | $70,131+20.8% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 3.46% | 23.06%-19.6pp | 205.93%-202.5pp | 73.14%-69.7pp |
| Employer contribution / active EE | $2,866 | $3,387-15.4% | $5,433-47.2% | $2,342+22.3% |
| Participant deferral / active EE | $803 | $3,086-74.0% | $4,939-83.7% | $3,332-75.9% |
| Admin fee / account holder | $2,540 | $5,698-55.4% | $13,880-81.7% | $4,645-45.3% |