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 | $88,857 | $83,477+6.4% | $125,175-29.0% | $72,985+21.7% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 25.19% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,205 | $3,585-66.4% | $4,937-75.6% | $3,607-66.6% |
| Admin fee / account holder | $8,691 | $5,517+57.5% | $9,702-10.4% | $5,124+69.6% |