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 | $98,864 | $103,376-4.4% | $87,100+13.5% | $152,861-35.3% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 19.09% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $919 | $3,220-71.4% | $2,521-63.5% | $4,762-80.7% |
| Participant deferral / active EE | $1,479 | $4,778-69.0% | $4,049-63.5% | $5,850-74.7% |
| Admin fee / account holder | $13,832 | $12,205+13.3% | $7,497+84.5% | $11,596+19.3% |