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 | $57,931 | $67,606-14.3% | $82,313-29.6% | $70,131-17.4% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.9%-11.0pp | 69.5%-3.6pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,776 | $1,755+1.2% | $2,428-26.9% | $2,342-24.2% |
| Participant deferral / active EE | $1,035 | $2,987-65.3% | $3,706-72.1% | $3,332-68.9% |
| Admin fee / account holder | $3,042 | $4,512-32.6% | $5,608-45.8% | $4,645-34.5% |