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 | $65,109 | $52,681+23.6% | $75,781-14.1% | $59,632+9.2% |
| Participation rate | 55.0% | 67.2%-12.2pp | 75.8%-20.8pp | 68.7%-13.7pp |
| Annual return | -1.22% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $390 | $2,193-82.2% | $3,323-88.3% | $2,203-82.3% |
| Participant deferral / active EE | $758 | $2,591-70.7% | $3,651-79.2% | $3,192-76.2% |
| Admin fee / account holder | $3,951 | $3,610+9.5% | $5,299-25.4% | $4,297-8.0% |