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 | $69,459 | $60,795+14.3% | $69,4550% | $65,185+6.6% |
| Participation rate | 32.1% | 74.9%-42.8pp | 74.6%-42.6pp | 70.2%-38.1pp |
| Annual return | 21.26% | 17.46%+3.8pp | 28.97%-7.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $722 | $2,452-70.6% | $2,779-74.0% | $2,177-66.8% |
| Participant deferral / active EE | $1,010 | $3,162-68.1% | $3,535-71.4% | $3,514-71.3% |
| Admin fee / account holder | $1,146 | $314+265.3% | $3,839-70.2% | $847+35.3% |