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 8-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 | $146,006 | $78,422+86.2% | $95,952+52.2% | $79,858+82.8% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 31.52% | 19.37%+12.2pp | 91.61%-60.1pp | 31.71%-0.2pp |
| Employer contribution / active EE | $472 | $1,945-75.7% | $2,541-81.4% | $2,471-80.9% |
| Participant deferral / active EE | $1,321 | $3,440-61.6% | $4,167-68.3% | $3,740-64.7% |
| Admin fee / account holder | $7,775 | $5,622+38.3% | $6,795+14.4% | $5,306+46.5% |