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 | $87,579 | $87,870-0.3% | $113,168-22.6% | $74,304+17.9% |
| Participation rate | 24.8% | 70.7%-46.0pp | 76.6%-51.8pp | 60.3%-35.6pp |
| Annual return | 11.29% | 26.44%-15.1pp | 24.27%-13.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $797 | $2,277-65.0% | $2,975-73.2% | $2,241-64.5% |
| Participant deferral / active EE | $1,868 | $4,241-55.9% | $5,107-63.4% | $3,767-50.4% |
| Admin fee / account holder | $1,832 | $3,368-45.6% | $12,068-84.8% | $2,969-38.3% |