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 | $107,843 | $109,881-1.9% | $150,045-28.1% | $84,808+27.2% |
| Participation rate | 62.9% | 76.1%-13.2pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 14.23% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $879 | $3,561-75.3% | $4,693-81.3% | $2,631-66.6% |
| Participant deferral / active EE | $1,972 | $6,636-70.3% | $7,997-75.3% | $4,212-53.2% |
| Admin fee / account holder | $7,305 | $8,568-14.7% | $13,435-45.6% | $7,344-0.5% |