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 | $181,512 | $95,803+89.5% | $113,168+60.4% | $84,808+114.0% |
| Participation rate | 20.0% | 72.9%-52.9pp | 76.6%-56.6pp | 68.3%-48.3pp |
| Annual return | 17.33% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $831 | $4,242-80.4% | $5,107-83.7% | $4,212-80.3% |
| Admin fee / account holder | $10,561 | $8,989+17.5% | $12,068-12.5% | $7,344+43.8% |