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 | $118,580 | $89,753+32.1% | $107,525+10.3% | $84,808+39.8% |
| Participation rate | 22.2% | 68.1%-45.8pp | 75.1%-52.9pp | 68.3%-46.1pp |
| Annual return | 19.36% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $884 | $3,113-71.6% | $3,754-76.4% | $2,631-66.4% |
| Participant deferral / active EE | $1,413 | $4,056-65.2% | $5,116-72.4% | $4,212-66.4% |
| Admin fee / account holder | $1,573 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |