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 | $99,679 | $87,870+13.4% | $113,168-11.9% | $74,304+34.2% |
| Participation rate | 42.2% | 70.7%-28.5pp | 76.6%-34.3pp | 60.3%-18.1pp |
| Annual return | 15.85% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $877 | $2,277-61.5% | $2,975-70.5% | $2,241-60.9% |
| Participant deferral / active EE | $1,582 | $4,241-62.7% | $5,107-69.0% | $3,767-58.0% |
| Admin fee / account holder | $9,007 | $3,368+167.4% | $12,068-25.4% | $2,969+203.4% |