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 | $77,323 | $80,968-4.5% | $96,544-19.9% | $75,163+2.9% |
| Participation rate | 42.4% | 71.8%-29.3pp | 76.0%-33.5pp | 67.2%-24.8pp |
| Annual return | 21.28% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.3pp |
| Employer contribution / active EE | $959 | $2,282-58.0% | $2,965-67.7% | $2,670-64.1% |
| Participant deferral / active EE | $1,475 | $3,928-62.4% | $4,851-69.6% | $4,125-64.2% |
| Admin fee / account holder | $4,224 | $6,724-37.2% | $8,252-48.8% | $5,651-25.3% |