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 5-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 | $107,170 | $100,923+6.2% | $150,045-28.6% | $74,304+44.2% |
| Participation rate | 11.7% | 70.1%-58.4pp | 82.3%-70.6pp | 60.3%-48.7pp |
| Annual return | 17.29% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.1pp |
| Employer contribution / active EE | $644 | $3,463-81.4% | $4,693-86.3% | $2,241-71.2% |
| Participant deferral / active EE | $1,169 | $6,709-82.6% | $7,997-85.4% | $3,767-69.0% |
| Admin fee / account holder | $2,687 | $2,767-2.9% | $13,435-80.0% | $2,969-9.5% |