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 | $122,516 | $86,286+42.0% | $111,297+10.1% | $85,850+42.7% |
| Participation rate | 65.7% | 73.3%-7.6pp | 77.3%-11.6pp | 69.3%-3.6pp |
| Annual return | 11.42% | 19.99%-8.6pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,109 | $2,043-45.7% | $2,731-59.4% | $2,565-56.8% |
| Participant deferral / active EE | $1,448 | $3,641-60.2% | $4,487-67.7% | $3,952-63.4% |
| Admin fee / account holder | $5,993 | $8,188-26.8% | $7,964-24.7% | $6,260-4.3% |