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 | $105,113 | $64,348+63.4% | $90,160+16.6% | $70,131+49.9% |
| Participation rate | 30.8% | 70.4%-39.7pp | 76.9%-46.1pp | 69.5%-38.8pp |
| Annual return | 19.35% | 28.13%-8.8pp | 34.88%-15.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,655 | $4,389-62.3% | $5,288-68.7% | $3,332-50.3% |
| Admin fee / account holder | $24,122 | $3,944+511.7% | $5,943+305.9% | $4,645+419.3% |