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 | $87,764 | $74,927+17.1% | $101,794-13.8% | $84,808+3.5% |
| Participation rate | 17.9% | 61.4%-43.5pp | 69.2%-51.2pp | 68.3%-50.4pp |
| Annual return | 14.28% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $378 | $3,099-87.8% | $4,084-90.7% | $4,212-91.0% |
| Admin fee / account holder | $833 | $6,514-87.2% | $8,777-90.5% | $7,344-88.7% |