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 7-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 | $115,586 | $95,803+20.6% | $113,168+2.1% | $84,808+36.3% |
| Participation rate | 38.1% | 72.9%-34.8pp | 76.6%-38.5pp | 68.3%-30.2pp |
| Annual return | 15.74% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $807 | $2,360-65.8% | $2,975-72.9% | $2,631-69.3% |
| Participant deferral / active EE | $1,526 | $4,242-64.0% | $5,107-70.1% | $4,212-63.8% |
| Admin fee / account holder | $940 | $8,989-89.5% | $12,068-92.2% | $7,344-87.2% |