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 | $99,584 | $80,673+23.4% | $101,326-1.7% | $84,808+17.4% |
| Participation rate | 58.6% | 77.8%-19.2pp | 81.5%-22.9pp | 68.3%-9.7pp |
| Annual return | 16.05% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $955 | $2,698-64.6% | $3,665-73.9% | $2,631-63.7% |
| Participant deferral / active EE | $2,261 | $6,840-66.9% | $7,994-71.7% | $4,212-46.3% |
| Admin fee / account holder | $743 | $12,784-94.2% | $11,185-93.4% | $7,344-89.9% |