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 | $105,763 | $94,625+11.8% | $116,228-9.0% | $84,808+24.7% |
| Participation rate | 30.2% | 70.4%-40.3pp | 74.6%-44.4pp | 68.3%-38.2pp |
| Annual return | 20.55% | 20.40%+0.1pp | 90.06%-69.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $923 | $2,347-60.7% | $2,994-69.2% | $2,631-64.9% |
| Participant deferral / active EE | $1,615 | $3,972-59.3% | $4,953-67.4% | $4,212-61.7% |
| Admin fee / account holder | $11,280 | $10,091+11.8% | $11,989-5.9% | $7,344+53.6% |