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 | $95,028 | $107,452-11.6% | $91,541+3.8% | $142,382-33.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 16.89% | 22.06%-5.2pp | 20.50%-3.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $171 | $2,994-94.3% | $2,505-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $717 | $4,754-84.9% | $4,008-82.1% | $6,507-89.0% |
| Admin fee / account holder | $2,867 | $8,834-67.5% | $6,956-58.8% | $12,624-77.3% |