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 | $70,413 | $70,669-0.4% | $169,368-58.4% | $75,163-6.3% |
| Participation rate | 55.2% | 64.8%-9.6pp | 77.1%-22.0pp | 67.2%-12.0pp |
| Annual return | 19.51% | 36.36%-16.8pp | 405.60%-386.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $526 | $2,211-76.2% | $4,013-86.9% | $2,670-80.3% |
| Participant deferral / active EE | $1,332 | $4,311-69.1% | $6,221-78.6% | $4,125-67.7% |
| Admin fee / account holder | $3,035 | $5,402-43.8% | $9,003-66.3% | $5,651-46.3% |