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 4-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 | $91,106 | $80,968+12.5% | $96,544-5.6% | $75,163+21.2% |
| Participation rate | 47.1% | 71.8%-24.7pp | 76.0%-28.9pp | 67.2%-20.1pp |
| Annual return | 17.42% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $813 | $2,282-64.4% | $2,965-72.6% | $2,670-69.5% |
| Participant deferral / active EE | $1,482 | $3,928-62.3% | $4,851-69.5% | $4,125-64.1% |
| Admin fee / account holder | $2,057 | $6,724-69.4% | $8,252-75.1% | $5,651-63.6% |