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 | $161,115 | $101,724+58.4% | $164,813-2.2% | $80,856+99.3% |
| Participation rate | 28.9% | 71.8%-42.9pp | 78.6%-49.7pp | 67.6%-38.7pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,226 | $2,953-58.5% | $4,341-71.8% | $2,755-55.5% |
| Participant deferral / active EE | $1,872 | $4,477-58.2% | $6,031-69.0% | $4,296-56.4% |
| Admin fee / account holder | $43,832 | $8,227+432.8% | $12,690+245.4% | $6,918+533.6% |