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 | $163,071 | $81,460+100.2% | $103,333+57.8% | $80,856+101.7% |
| Participation rate | 29.3% | 66.8%-37.5pp | 74.5%-45.2pp | 67.6%-38.3pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $938 | $3,105-69.8% | $3,868-75.8% | $2,755-66.0% |
| Participant deferral / active EE | $1,443 | $3,869-62.7% | $5,057-71.5% | $4,296-66.4% |
| Admin fee / account holder | $4,214 | $6,566-35.8% | $8,355-49.6% | $6,918-39.1% |