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 6-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 | $70,531 | $60,022+17.5% | $88,946-20.7% | $84,808-16.8% |
| Participation rate | 24.1% | 57.8%-33.7pp | 68.8%-44.7pp | 68.3%-44.2pp |
| Annual return | 15.13% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $606 | $1,703-64.4% | $2,555-76.3% | $2,631-77.0% |
| Participant deferral / active EE | $739 | $3,114-76.3% | $4,581-83.9% | $4,212-82.5% |
| Admin fee / account holder | $8,824 | $4,811+83.4% | $8,261+6.8% | $7,344+20.2% |