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 | $132,150 | $86,929+52.0% | $102,423+29.0% | $80,856+63.4% |
| Participation rate | 52.6% | 72.4%-19.7pp | 76.5%-23.9pp | 67.6%-15.0pp |
| Annual return | 11.99% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,259 | $2,369-46.9% | $3,023-58.4% | $2,755-54.3% |
| Participant deferral / active EE | $1,637 | $4,118-60.2% | $5,053-67.6% | $4,296-61.9% |
| Admin fee / account holder | $3,537 | $8,049-56.1% | $9,451-62.6% | $6,918-48.9% |