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 | $239,748 | $77,314+210.1% | $177,989+34.7% | $80,856+196.5% |
| Participation rate | 23.5% | 65.7%-42.2pp | 77.1%-53.6pp | 67.6%-44.1pp |
| Annual return | 11.27% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $517 | $2,292-77.4% | $3,949-86.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,257 | $4,411-71.5% | $6,276-80.0% | $4,296-70.7% |
| Admin fee / account holder | $3,840 | $7,191-46.6% | $10,363-62.9% | $6,918-44.5% |