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 | $180,457 | $86,929+107.6% | $102,423+76.2% | $80,856+123.2% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 17.72% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,165 | $2,369-50.8% | $3,023-61.5% | $2,755-57.7% |
| Participant deferral / active EE | $1,812 | $4,118-56.0% | $5,053-64.1% | $4,296-57.8% |
| Admin fee / account holder | $11,389 | $8,049+41.5% | $9,451+20.5% | $6,918+64.6% |