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 | $78,542 | $65,041+20.8% | $90,951-13.6% | $79,858-1.6% |
| Participation rate | 18.4% | 61.6%-43.2pp | 69.0%-50.6pp | 69.6%-51.3pp |
| Annual return | 12.92% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $401 | $1,247-67.9% | $2,122-81.1% | $2,471-83.8% |
| Participant deferral / active EE | $913 | $2,512-63.7% | $3,373-72.9% | $3,740-75.6% |
| Admin fee / account holder | $591 | $4,536-87.0% | $5,959-90.1% | $5,306-88.9% |