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 | $120,731 | $93,571+29.0% | $135,903-11.2% | $75,163+60.6% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.8pp | 67.2%-18.1pp |
| Annual return | 15.21% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $904 | $3,537-74.5% | $4,856-81.4% | $2,670-66.2% |
| Participant deferral / active EE | $2,078 | $6,404-67.5% | $7,758-73.2% | $4,125-49.6% |
| Admin fee / account holder | $438 | $6,975-93.7% | $10,762-95.9% | $5,651-92.2% |