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 | $113,893 | $102,317+11.3% | $146,958-22.5% | $80,856+40.9% |
| Participation rate | 47.4% | 75.8%-28.5pp | 82.2%-34.8pp | 67.6%-20.3pp |
| Annual return | 17.28% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $984 | $3,713-73.5% | $4,933-80.0% | $2,755-64.3% |
| Participant deferral / active EE | $2,240 | $6,644-66.3% | $8,070-72.2% | $4,296-47.9% |
| Admin fee / account holder | $1,947 | $7,941-75.5% | $12,998-85.0% | $6,918-71.9% |