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 | $142,052 | $129,942+9.3% | $104,294+36.2% | $134,475+5.6% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -10.16% | 42.03%-52.2pp | 24.61%-34.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,189 | $4,184-71.6% | $3,372-64.7% | $4,740-74.9% |
| Participant deferral / active EE | $1,257 | $5,588-77.5% | $4,625-72.8% | $6,400-80.4% |
| Admin fee / account holder | $1,141 | $9,323-87.8% | $7,339-84.5% | $11,426-90.0% |