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 | $168,152 | $71,050+136.7% | $93,606+79.6% | $80,856+108.0% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.6%-35.5pp |
| Annual return | 17.35% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,191 | $4,034-70.5% | $4,411-73.0% | $4,296-72.3% |
| Admin fee / account holder | $4,389 | $6,945-36.8% | $8,285-47.0% | $6,918-36.6% |