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 | $63,134 | $84,556-25.3% | $116,228-45.7% | $74,304-15.0% |
| Participation rate | 31.7% | 66.0%-34.3pp | 74.6%-42.8pp | 60.3%-28.6pp |
| Annual return | 18.45% | 18.35%+0.1pp | 90.06%-71.6pp | 29.43%-11.0pp |
| Employer contribution / active EE | $985 | $2,168-54.6% | $2,994-67.1% | $2,241-56.1% |
| Participant deferral / active EE | $1,653 | $3,814-56.7% | $4,953-66.6% | $3,767-56.1% |
| Admin fee / account holder | $5,015 | $3,792+32.3% | $11,989-58.2% | $2,969+68.9% |