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 | $73,203 | $104,919-30.2% | $116,228-37.0% | $85,563-14.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.6%-41.2pp | 66.0%-32.6pp |
| Annual return | 17.08% | 15.38%+1.7pp | 90.06%-73.0pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,015 | $3,485-70.9% | $2,994-66.1% | $2,654-61.7% |
| Participant deferral / active EE | $1,658 | $5,306-68.8% | $4,953-66.5% | $4,375-62.1% |
| Admin fee / account holder | $5,238 | $429+1122.4% | $11,989-56.3% | $834+528.0% |