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 | $35,726 | $180,101-80.2% | $94,646-62.3% | - |
| Participation rate | 28.3% | 65.2%-37.0pp | 80.8%-52.5pp | - |
| Annual return | 12.53% | 26.55%-14.0pp | 156.71%-144.2pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $3,672-100.0% | - |
| Participant deferral / active EE | $1,177 | $4,104-71.3% | $7,418-84.1% | - |
| Admin fee / account holder | $7,342 | $23,406-68.6% | $7,231+1.5% | - |