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 | $160,423 | $100,326+59.9% | $180,183-11.0% | $84,808+89.2% |
| Participation rate | 21.9% | 71.0%-49.1pp | 77.4%-55.6pp | 68.3%-46.4pp |
| Annual return | 16.08% | 17.86%-1.8pp | 27.86%-11.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $317 | $5,066-93.7% | $6,822-95.4% | $4,212-92.5% |
| Admin fee / account holder | $2,359 | $9,674-75.6% | $19,975-88.2% | $7,344-67.9% |