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 | $117,488 | $66,098+77.7% | $101,794+15.4% | $74,304+58.1% |
| Participation rate | 25.0% | 53.8%-28.8pp | 69.2%-44.2pp | 60.3%-35.3pp |
| Annual return | 14.75% | 19.59%-4.8pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $332 | $1,082-69.3% | $2,289-85.5% | $2,241-85.2% |
| Participant deferral / active EE | $1,030 | $2,781-63.0% | $4,084-74.8% | $3,767-72.7% |
| Admin fee / account holder | $3,897 | $4,146-6.0% | $8,777-55.6% | $2,969+31.3% |