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 5-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 | $81,105 | $80,717+0.5% | $154,803-47.6% | $84,808-4.4% |
| Participation rate | 58.6% | 66.8%-8.2pp | 78.1%-19.4pp | 68.3%-9.7pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $485 | $2,761-82.4% | $4,305-88.7% | $2,631-81.6% |
| Participant deferral / active EE | $607 | $3,303-81.6% | $5,540-89.0% | $4,212-85.6% |
| Admin fee / account holder | $574 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |