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 | $86,286 | $71,516+20.7% | $98,439-12.3% | $71,457+20.8% |
| Participation rate | 37.6% | 72.7%-35.1pp | 75.2%-37.6pp | 67.9%-30.3pp |
| Annual return | 18.52% | 32.41%-13.9pp | 21.16%-2.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $723 | $2,399-69.9% | $3,048-76.3% | $2,588-72.1% |
| Participant deferral / active EE | $1,486 | $4,109-63.8% | $4,738-68.6% | $4,289-65.4% |
| Admin fee / account holder | $2,078 | $1,675+24.1% | $8,948-76.8% | $1,587+30.9% |