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 | $103,614 | $89,753+15.4% | $107,525-3.6% | $84,808+22.2% |
| Participation rate | 28.1% | 68.1%-39.9pp | 75.1%-46.9pp | 68.3%-40.2pp |
| Annual return | 17.81% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $827 | $3,113-73.4% | $3,754-78.0% | $2,631-68.6% |
| Participant deferral / active EE | $1,613 | $4,056-60.2% | $5,116-68.5% | $4,212-61.7% |
| Admin fee / account holder | $3,114 | $7,222-56.9% | $8,919-65.1% | $7,344-57.6% |