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 | $70,969 | $67,411+5.3% | $91,001-22.0% | $70,131+1.2% |
| Participation rate | 34.7% | 71.4%-36.6pp | 75.6%-40.9pp | 69.5%-34.8pp |
| Annual return | 17.25% | -40.16%+57.4pp | 4.60%+12.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $593 | $1,786-66.8% | $2,456-75.8% | $2,342-74.7% |
| Participant deferral / active EE | $755 | $2,823-73.2% | $3,547-78.7% | $3,332-77.3% |
| Admin fee / account holder | $891 | $4,236-79.0% | $5,417-83.6% | $4,645-80.8% |