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 | $111,744 | $94,625+18.1% | $116,228-3.9% | $84,808+31.8% |
| Participation rate | 24.1% | 70.4%-46.3pp | 74.6%-50.4pp | 68.3%-44.2pp |
| Annual return | 15.03% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $701 | $2,347-70.1% | $2,994-76.6% | $2,631-73.4% |
| Participant deferral / active EE | $1,084 | $3,972-72.7% | $4,953-78.1% | $4,212-74.3% |
| Admin fee / account holder | $11,443 | $10,091+13.4% | $11,989-4.6% | $7,344+55.8% |