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 | $120,504 | $87,733+37.4% | $106,548+13.1% | $85,850+40.4% |
| Participation rate | 27.5% | 71.9%-44.4pp | 76.1%-48.6pp | 69.3%-41.8pp |
| Annual return | 35.75% | 21.86%+13.9pp | 26.80%+9.0pp | 318.53%-282.8pp |
| Employer contribution / active EE | $757 | $2,073-63.5% | $2,819-73.2% | $2,565-70.5% |
| Participant deferral / active EE | $1,132 | $3,469-67.4% | $4,398-74.3% | $3,952-71.3% |
| Admin fee / account holder | $8,173 | $6,767+20.8% | $7,407+10.3% | $6,260+30.6% |