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 | $236,830 | $159,602+48.4% | $150,045+57.8% | $142,382+66.3% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.3%-46.0pp | 80.1%-43.8pp |
| Annual return | 12.46% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,357 | $4,961-72.6% | $4,693-71.1% | $4,299-68.4% |
| Participant deferral / active EE | $1,822 | $8,310-78.1% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $3,494 | $14,846-76.5% | $13,435-74.0% | $12,624-72.3% |