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 | $83,615 | $63,346+32.0% | $92,233-9.3% | $70,131+19.2% |
| Participation rate | 48.1% | 68.7%-20.6pp | 76.5%-28.4pp | 69.5%-21.5pp |
| Annual return | 16.44% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,679-79.9% | $2,342-68.4% |
| Participant deferral / active EE | $930 | $2,854-67.4% | $3,897-76.1% | $3,332-72.1% |
| Admin fee / account holder | $514 | $3,840-86.6% | $5,194-90.1% | $4,645-88.9% |