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 | $46,067 | $63,138-27.0% | $96,562-52.3% | - |
| Participation rate | 39.4% | 51.5%-12.1pp | 69.8%-30.4pp | - |
| Annual return | 10.52% | 9.15%+1.4pp | 37.78%-27.3pp | - |
| Employer contribution / active EE | $754 | $927-18.6% | $2,356-68.0% | - |
| Participant deferral / active EE | $1,423 | $2,358-39.6% | $3,849-63.0% | - |
| Admin fee / account holder | $9,948 | $3,542+180.9% | $6,181+61.0% | - |