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 | $53,188 | $93,571-43.2% | $135,903-60.9% | $75,163-29.2% |
| Participation rate | 45.2% | 75.2%-29.9pp | 81.9%-36.7pp | 67.2%-22.0pp |
| Annual return | 17.98% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,900 | $6,404-70.3% | $7,758-75.5% | $4,125-53.9% |
| Admin fee / account holder | $10,086 | $6,975+44.6% | $10,762-6.3% | $5,651+78.5% |