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 | $83,716 | $88,707-5.6% | $74,183+12.9% | $273,961-69.4% |
| Participation rate | 43.5% | 79.4%-36.0pp | 76.6%-33.1pp | 83.0%-39.5pp |
| Annual return | 5.59% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,206 | $4,212-71.4% | $3,550-66.0% | $5,287-77.2% |
| Admin fee / account holder | $18,178 | $8,717+108.5% | $5,586+225.4% | $10,132+79.4% |