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 | $112,736 | $86,929+29.7% | $102,423+10.1% | $80,856+39.4% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.3pp | 67.6%-19.5pp |
| Annual return | 12.72% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $875 | $2,369-63.1% | $3,023-71.1% | $2,755-68.2% |
| Participant deferral / active EE | $1,751 | $4,118-57.5% | $5,053-65.4% | $4,296-59.2% |
| Admin fee / account holder | $4,174 | $8,049-48.1% | $9,451-55.8% | $6,918-39.7% |