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 | $77,827 | $56,767+37.1% | $101,794-23.5% | $85,563-9.0% |
| Participation rate | 14.5% | 57.6%-43.1pp | 69.2%-54.6pp | 66.0%-51.4pp |
| Annual return | 13.79% | 17.76%-4.0pp | 30.53%-16.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $289 | $1,112-74.0% | $2,289-87.4% | $2,654-89.1% |
| Participant deferral / active EE | $684 | $2,720-74.8% | $4,084-83.2% | $4,375-84.4% |
| Admin fee / account holder | $44,552 | $1,098+3957.3% | $8,777+407.6% | $834+5240.8% |