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 | $82,392 | $72,492+13.7% | $87,100-5.4% | $72,985+12.9% |
| Participation rate | 34.3% | 72.8%-38.5pp | 76.9%-42.5pp | 69.5%-35.2pp |
| Annual return | 17.75% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $873 | $1,894-53.9% | $2,521-65.4% | $2,440-64.2% |
| Participant deferral / active EE | $296 | $3,270-90.9% | $4,049-92.7% | $3,607-91.8% |
| Admin fee / account holder | $2,695 | $5,055-46.7% | $7,497-64.0% | $5,124-47.4% |