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 | $166,428 | $117,983+41.1% | $101,794+63.5% | $142,382+16.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 6.85% | 36.92%-30.1pp | 30.53%-23.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,043 | $2,773-62.4% | $2,289-54.4% | $4,299-75.7% |
| Participant deferral / active EE | $1,140 | $4,714-75.8% | $4,084-72.1% | $6,507-82.5% |
| Admin fee / account holder | $1,648 | $10,433-84.2% | $8,777-81.2% | $12,624-86.9% |