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 5-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 | $117,820 | $109,881+7.2% | $150,045-21.5% | $84,808+38.9% |
| Participation rate | 24.1% | 76.1%-51.9pp | 82.3%-58.2pp | 68.3%-44.2pp |
| Annual return | 17.21% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $887 | $3,561-75.1% | $4,693-81.1% | $2,631-66.3% |
| Participant deferral / active EE | $2,421 | $6,636-63.5% | $7,997-69.7% | $4,212-42.5% |
| Admin fee / account holder | $501 | $8,568-94.1% | $13,435-96.3% | $7,344-93.2% |