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 8-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 | $141,340 | $129,942+8.8% | $104,294+35.5% | $134,475+5.1% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -16.80% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $819 | $4,184-80.4% | $3,372-75.7% | $4,740-82.7% |
| Participant deferral / active EE | $1,183 | $5,588-78.8% | $4,625-74.4% | $6,400-81.5% |
| Admin fee / account holder | $3,160 | $9,323-66.1% | $7,339-56.9% | $11,426-72.3% |