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 | $111,085 | $58,726+89.2% | $92,233+20.4% | $62,292+78.3% |
| Participation rate | 32.0% | 68.3%-36.3pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | 19.53% | 43.62%-24.1pp | 176.28%-156.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $762 | $2,392-68.1% | $3,679-79.3% | $2,042-62.7% |
| Participant deferral / active EE | $1,193 | $2,766-56.9% | $3,897-69.4% | $3,169-62.4% |
| Admin fee / account holder | $3,131 | $556+462.7% | $5,194-39.7% | $479+553.2% |