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 | $62,613 | $80,673-22.4% | $101,326-38.2% | $84,808-26.2% |
| Participation rate | 36.2% | 77.8%-41.6pp | 81.5%-45.3pp | 68.3%-32.1pp |
| Annual return | 12.60% | 38.95%-26.4pp | 36.82%-24.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $71 | $2,698-97.4% | $3,665-98.1% | $2,631-97.3% |
| Participant deferral / active EE | $1,412 | $6,840-79.4% | $7,994-82.3% | $4,212-66.5% |
| Admin fee / account holder | $8,398 | $12,784-34.3% | $11,185-24.9% | $7,344+14.4% |