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 | $128,138 | $74,927+71.0% | $101,794+25.9% | $84,808+51.1% |
| Participation rate | 38.5% | 61.4%-22.9pp | 69.2%-30.7pp | 68.3%-29.8pp |
| Annual return | 15.84% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $514 | $1,522-66.2% | $2,289-77.5% | $2,631-80.5% |
| Participant deferral / active EE | $874 | $3,099-71.8% | $4,084-78.6% | $4,212-79.3% |
| Admin fee / account holder | $7,900 | $6,514+21.3% | $8,777-10.0% | $7,344+7.6% |