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 | $147,594 | $142,424+3.6% | $100,534+46.8% | $74,304+98.6% |
| Participation rate | 53.6% | 79.6%-26.0pp | 80.6%-27.0pp | 60.3%-6.8pp |
| Annual return | 15.00% | 27.53%-12.5pp | 32.66%-17.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,647 | $5,555-70.3% | $4,346-62.1% | $2,241-26.5% |
| Participant deferral / active EE | $3,538 | $8,247-57.1% | $6,144-42.4% | $3,767-6.1% |
| Admin fee / account holder | $7,695 | $1,986+287.6% | $7,654+0.5% | $2,969+159.2% |