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 | $65,314 | $74,927-12.8% | $101,794-35.8% | $84,808-23.0% |
| Participation rate | 44.2% | 61.4%-17.2pp | 69.2%-25.0pp | 68.3%-24.1pp |
| Annual return | 12.25% | 18.70%-6.4pp | 30.53%-18.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $670 | $1,522-56.0% | $2,289-70.7% | $2,631-74.5% |
| Participant deferral / active EE | $1,219 | $3,099-60.7% | $4,084-70.1% | $4,212-71.1% |
| Admin fee / account holder | $1,345 | $6,514-79.3% | $8,777-84.7% | $7,344-81.7% |