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 | $149,439 | $138,347+8.0% | $184,203-18.9% | $80,856+84.8% |
| Participation rate | 38.7% | 83.9%-45.2pp | 86.8%-48.2pp | 67.6%-29.0pp |
| Annual return | 15.08% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,899 | $4,850-60.8% | $6,427-70.4% | $2,755-31.1% |
| Participant deferral / active EE | $3,113 | $7,071-56.0% | $9,131-65.9% | $4,296-27.5% |
| Admin fee / account holder | $13,731 | $10,483+31.0% | $13,901-1.2% | $6,918+98.5% |