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 | $62,639 | $57,990+8.0% | $76,190-17.8% | $80,856-22.5% |
| Participation rate | 66.7% | 73.7%-7.1pp | 79.3%-12.6pp | 67.6%-1.0pp |
| Annual return | 11.42% | 15.89%-4.5pp | 13.78%-2.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,315 | $3,565-7.0% | $4,578-27.6% | $2,755+20.3% |
| Participant deferral / active EE | $843 | $3,814-77.9% | $5,474-84.6% | $4,296-80.4% |
| Admin fee / account holder | $1,205 | $5,668-78.7% | $5,123-76.5% | $6,918-82.6% |