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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,218 | $110,257+55.3% | $96,544+77.3% | $139,434+22.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 19.28% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,159 | $3,620-68.0% | $2,965-60.9% | $4,751-75.6% |
| Participant deferral / active EE | $1,634 | $5,548-70.6% | $4,851-66.3% | $6,710-75.7% |
| Admin fee / account holder | $4,000 | $11,591-65.5% | $8,252-51.5% | $11,403-64.9% |