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 | $145,200 | $95,803+51.6% | $113,168+28.3% | $84,808+71.2% |
| Participation rate | 41.7% | 72.9%-31.2pp | 76.6%-34.9pp | 68.3%-26.6pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $880 | $2,360-62.7% | $2,975-70.4% | $2,631-66.5% |
| Participant deferral / active EE | $1,924 | $4,242-54.7% | $5,107-62.3% | $4,212-54.3% |
| Admin fee / account holder | $3,992 | $8,989-55.6% | $12,068-66.9% | $7,344-45.6% |