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 | $112,160 | $95,803+17.1% | $113,168-0.9% | $84,808+32.3% |
| Participation rate | 62.2% | 72.9%-10.7pp | 76.6%-14.4pp | 68.3%-6.1pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $775 | $2,360-67.1% | $2,975-73.9% | $2,631-70.5% |
| Participant deferral / active EE | $1,452 | $4,242-65.8% | $5,107-71.6% | $4,212-65.5% |
| Admin fee / account holder | $9,719 | $8,989+8.1% | $12,068-19.5% | $7,344+32.3% |