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 | $124,786 | $96,484+29.3% | $156,263-20.1% | $74,304+67.9% |
| Participation rate | 29.5% | 67.7%-38.2pp | 78.9%-49.4pp | 60.3%-30.9pp |
| Annual return | 15.85% | 17.73%-1.9pp | 59.47%-43.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $679 | $2,528-73.2% | $4,333-84.3% | $2,241-69.7% |
| Participant deferral / active EE | $1,953 | $4,286-54.4% | $6,158-68.3% | $3,767-48.2% |
| Admin fee / account holder | $8,611 | $3,728+131.0% | $14,255-39.6% | $2,969+190.1% |