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 | $56,578 | $54,380+4.0% | $68,509-17.4% | $59,632-5.1% |
| Participation rate | 40.4% | 70.2%-29.7pp | 74.7%-34.3pp | 68.7%-28.2pp |
| Annual return | 14.47% | 2.83%+11.6pp | 8.27%+6.2pp | 2041.28%-2026.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,047 | $2,643-60.4% | $3,382-69.1% | $3,192-67.2% |
| Admin fee / account holder | $1,973 | $3,885-49.2% | $5,275-62.6% | $4,297-54.1% |