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 | $82,597 | $109,881-24.8% | $150,045-45.0% | $84,808-2.6% |
| Participation rate | 17.8% | 76.1%-58.3pp | 82.3%-64.5pp | 68.3%-50.5pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $855 | $3,561-76.0% | $4,693-81.8% | $2,631-67.5% |
| Participant deferral / active EE | $2,115 | $6,636-68.1% | $7,997-73.6% | $4,212-49.8% |
| Admin fee / account holder | $12,940 | $8,568+51.0% | $13,435-3.7% | $7,344+76.2% |