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 | $128,855 | $84,556+52.4% | $116,228+10.9% | $74,304+73.4% |
| Participation rate | 27.8% | 66.0%-38.2pp | 74.6%-46.7pp | 60.3%-32.5pp |
| Annual return | 14.24% | 18.35%-4.1pp | 90.06%-75.8pp | 29.43%-15.2pp |
| Employer contribution / active EE | $878 | $2,168-59.5% | $2,994-70.7% | $2,241-60.8% |
| Participant deferral / active EE | $1,490 | $3,814-60.9% | $4,953-69.9% | $3,767-60.4% |
| Admin fee / account holder | $8,672 | $3,792+128.7% | $11,989-27.7% | $2,969+192.1% |