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 | $97,711 | $71,050+37.5% | $93,606+4.4% | $80,856+20.8% |
| Participation rate | 14.5% | 60.4%-45.9pp | 68.7%-54.2pp | 67.6%-53.2pp |
| Annual return | 13.35% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $450 | $1,564-71.2% | $2,420-81.4% | $2,755-83.7% |
| Participant deferral / active EE | $691 | $4,034-82.9% | $4,411-84.3% | $4,296-83.9% |
| Admin fee / account holder | $11,849 | $6,945+70.6% | $8,285+43.0% | $6,918+71.3% |