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 | $57,257 | $89,355-35.9% | $141,162-59.4% | $72,985-21.5% |
| Participation rate | 62.0% | 75.1%-13.1pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 20.44% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,003 | $3,114-3.6% | $4,735-36.6% | $2,440+23.1% |
| Participant deferral / active EE | $969 | $5,418-82.1% | $6,709-85.6% | $3,607-73.1% |
| Admin fee / account holder | $4,683 | $5,958-21.4% | $10,261-54.4% | $5,124-8.6% |