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 | $49,727 | $100,923-50.7% | $150,045-66.9% | $74,304-33.1% |
| Participation rate | 62.7% | 70.1%-7.3pp | 82.3%-19.6pp | 60.3%+2.4pp |
| Annual return | 15.02% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $693 | $3,463-80.0% | $4,693-85.2% | $2,241-69.1% |
| Participant deferral / active EE | $876 | $6,709-86.9% | $7,997-89.0% | $3,767-76.7% |
| Admin fee / account holder | $1,820 | $2,767-34.2% | $13,435-86.5% | $2,969-38.7% |