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 | $144,632 | $80,673+79.3% | $101,326+42.7% | $84,808+70.5% |
| Participation rate | 40.7% | 77.8%-37.0pp | 81.5%-40.8pp | 68.3%-27.6pp |
| Annual return | 14.71% | 38.95%-24.2pp | 36.82%-22.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,073 | $2,698-60.2% | $3,665-70.7% | $2,631-59.2% |
| Participant deferral / active EE | $2,623 | $6,840-61.7% | $7,994-67.2% | $4,212-37.7% |
| Admin fee / account holder | $19,034 | $12,784+48.9% | $11,185+70.2% | $7,344+159.2% |