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 | $105,517 | $65,041+62.2% | $90,951+16.0% | $79,858+32.1% |
| Participation rate | 27.8% | 61.6%-33.8pp | 69.0%-41.2pp | 69.6%-41.9pp |
| Annual return | 28.00% | 30.45%-2.5pp | 134.60%-106.6pp | 31.71%-3.7pp |
| Employer contribution / active EE | $351 | $1,247-71.9% | $2,122-83.5% | $2,471-85.8% |
| Participant deferral / active EE | $1,062 | $2,512-57.7% | $3,373-68.5% | $3,740-71.6% |
| Admin fee / account holder | $9,214 | $4,536+103.1% | $5,959+54.6% | $5,306+73.6% |