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 | $79,732 | $60,022+32.8% | $88,946-10.4% | $84,808-6.0% |
| Participation rate | 27.1% | 57.8%-30.7pp | 68.8%-41.7pp | 68.3%-41.2pp |
| Annual return | 16.75% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $542 | $3,114-82.6% | $4,581-88.2% | $4,212-87.1% |
| Admin fee / account holder | $5,776 | $4,811+20.1% | $8,261-30.1% | $7,344-21.4% |