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 | $74,146 | $57,651+28.6% | $112,229-33.9% | $71,457+3.8% |
| Participation rate | 25.2% | 58.9%-33.7pp | 72.4%-47.2pp | 67.9%-42.7pp |
| Annual return | 17.29% | 18.32%-1.0pp | 30.20%-12.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $889 | $2,863-68.9% | $4,798-81.5% | $4,289-79.3% |
| Admin fee / account holder | $9,365 | $1,581+492.2% | $7,748+20.9% | $1,587+490.0% |