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 | $175,951 | $109,413+60.8% | $156,263+12.6% | $84,808+107.5% |
| Participation rate | 29.2% | 72.7%-43.5pp | 78.9%-49.7pp | 68.3%-39.1pp |
| Annual return | 15.02% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,153 | $2,907-60.3% | $4,333-73.4% | $2,631-56.2% |
| Participant deferral / active EE | $1,469 | $4,590-68.0% | $6,158-76.1% | $4,212-65.1% |
| Admin fee / account holder | $5,303 | $9,357-43.3% | $14,255-62.8% | $7,344-27.8% |