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 | $110,650 | $90,503+22.3% | $78,689+40.6% | $273,961-59.6% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 6.68% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $104 | $3,176-96.7% | $2,851-96.4% | $4,869-97.9% |
| Participant deferral / active EE | $273 | $3,901-93.0% | $3,517-92.3% | $5,287-94.8% |
| Admin fee / account holder | $785 | $5,263-85.1% | $4,510-82.6% | $10,132-92.3% |