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 9-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 | $216,940 | $94,625+129.3% | $116,228+86.7% | $84,808+155.8% |
| Participation rate | 38.7% | 70.4%-31.7pp | 74.6%-35.8pp | 68.3%-29.6pp |
| Annual return | 13.75% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,170 | $2,347-7.5% | $2,994-27.5% | $2,631-17.5% |
| Participant deferral / active EE | $663 | $3,972-83.3% | $4,953-86.6% | $4,212-84.3% |
| Admin fee / account holder | $6,618 | $10,091-34.4% | $11,989-44.8% | $7,344-9.9% |