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 | $99,614 | $148,978-33.1% | $200,582-50.3% | $84,808+17.5% |
| Participation rate | 63.0% | 84.2%-21.3pp | 86.9%-23.9pp | 68.3%-5.3pp |
| Annual return | 19.03% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,376 | $4,815-50.7% | $6,419-63.0% | $2,631-9.7% |
| Participant deferral / active EE | $3,077 | $7,142-56.9% | $9,331-67.0% | $4,212-26.9% |
| Admin fee / account holder | $5,207 | $13,977-62.7% | $16,305-68.1% | $7,344-29.1% |