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 5-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 | $116,188 | $60,892+90.8% | $82,389+41.0% | $84,808+37.0% |
| Participation rate | 19.1% | 63.3%-44.1pp | 69.5%-50.4pp | 68.3%-49.2pp |
| Annual return | 14.40% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $867 | $3,179-72.7% | $4,155-79.1% | $4,212-79.4% |
| Admin fee / account holder | $1,086 | $5,467-80.1% | $7,231-85.0% | $7,344-85.2% |