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 | $121,494 | $84,556+43.7% | $116,228+4.5% | $74,304+63.5% |
| Participation rate | 33.9% | 66.0%-32.2pp | 74.6%-40.7pp | 60.3%-26.5pp |
| Annual return | 14.90% | 18.35%-3.5pp | 90.06%-75.2pp | 29.43%-14.5pp |
| Employer contribution / active EE | $581 | $2,168-73.2% | $2,994-80.6% | $2,241-74.1% |
| Participant deferral / active EE | $1,241 | $3,814-67.5% | $4,953-75.0% | $3,767-67.1% |
| Admin fee / account holder | $2,503 | $3,792-34.0% | $11,989-79.1% | $2,969-15.7% |