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 | $163,447 | $95,803+70.6% | $113,168+44.4% | $84,808+92.7% |
| Participation rate | 32.7% | 72.9%-40.2pp | 76.6%-43.9pp | 68.3%-35.6pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $967 | $2,360-59.0% | $2,975-67.5% | $2,631-63.2% |
| Participant deferral / active EE | $1,306 | $4,242-69.2% | $5,107-74.4% | $4,212-69.0% |
| Admin fee / account holder | $11,393 | $8,989+26.7% | $12,068-5.6% | $7,344+55.1% |