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 6-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 | $93,761 | $65,041+44.2% | $90,951+3.1% | $79,858+17.4% |
| Participation rate | 32.2% | 61.6%-29.4pp | 69.0%-36.8pp | 69.6%-37.4pp |
| Annual return | 14.45% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $320 | $1,247-74.3% | $2,122-84.9% | $2,471-87.1% |
| Participant deferral / active EE | $567 | $2,512-77.4% | $3,373-83.2% | $3,740-84.8% |
| Admin fee / account holder | $780 | $4,536-82.8% | $5,959-86.9% | $5,306-85.3% |