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 | $125,938 | $60,022+109.8% | $88,946+41.6% | $84,808+48.5% |
| Participation rate | 35.5% | 57.8%-22.4pp | 68.8%-33.4pp | 68.3%-32.8pp |
| Annual return | 18.41% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $709 | $1,703-58.4% | $2,555-72.3% | $2,631-73.1% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,825 | $4,811-20.5% | $8,261-53.7% | $7,344-47.9% |