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 | $73,865 | $118,680-37.8% | $98,907-25.3% | $158,922-53.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 15.21% | 372.35%-357.1pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $771 | $3,333-76.9% | $2,689-71.3% | $4,761-83.8% |
| Participant deferral / active EE | $841 | $5,088-83.5% | $4,244-80.2% | $5,982-85.9% |
| Admin fee / account holder | $83,960 | $10,131+728.7% | $6,642+1164.2% | $11,246+646.6% |