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 | $82,719 | $95,803-13.7% | $113,168-26.9% | $84,808-2.5% |
| Participation rate | 63.3% | 72.9%-9.6pp | 76.6%-13.3pp | 68.3%-5.0pp |
| Annual return | 19.77% | 25.00%-5.2pp | 24.27%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,279 | $2,360-45.8% | $2,975-57.0% | $2,631-51.4% |
| Participant deferral / active EE | $1,732 | $4,242-59.2% | $5,107-66.1% | $4,212-58.9% |
| Admin fee / account holder | $11,741 | $8,989+30.6% | $12,068-2.7% | $7,344+59.9% |