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 | $86,416 | $98,240-12.0% | $82,313+5.0% | $147,584-41.4% |
| Participation rate | 43.8% | 79.7%-36.0pp | 76.9%-33.1pp | 82.8%-39.1pp |
| Annual return | 22.36% | 30.85%-8.5pp | 25.88%-3.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $947 | $3,192-70.3% | $2,428-61.0% | $4,876-80.6% |
| Participant deferral / active EE | $1,286 | $4,383-70.7% | $3,706-65.3% | $5,439-76.4% |
| Admin fee / account holder | $14,816 | $8,563+73.0% | $5,608+164.2% | $10,885+36.1% |