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 | $153,222 | $70,475+117.4% | $100,516+52.4% | $79,858+91.9% |
| Participation rate | 26.1% | 73.7%-47.6pp | 79.4%-53.3pp | 69.6%-43.5pp |
| Annual return | 13.94% | 21.90%-8.0pp | 30.89%-16.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $910 | $2,165-57.9% | $3,418-73.4% | $2,471-63.2% |
| Participant deferral / active EE | $1,821 | $5,181-64.8% | $6,270-71.0% | $3,740-51.3% |
| Admin fee / account holder | $369 | $4,478-91.8% | $8,081-95.4% | $5,306-93.0% |