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 | $94,667 | $124,281-23.8% | $109,143-13.3% | $167,490-43.5% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | -1.98% | 26.04%-28.0pp | 25.75%-27.7pp | 478.56%-480.5pp |
| Employer contribution / active EE | $4,515 | $4,207+7.3% | $3,722+21.3% | $4,837-6.7% |
| Participant deferral / active EE | $1,121 | $5,255-78.7% | $4,653-75.9% | $6,341-82.3% |
| Admin fee / account holder | $1,364 | $7,970-82.9% | $6,752-79.8% | $12,309-88.9% |