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 | $77,029 | $66,098+16.5% | $101,794-24.3% | $74,304+3.7% |
| Participation rate | 24.8% | 53.8%-29.0pp | 69.2%-44.4pp | 60.3%-35.6pp |
| Annual return | 14.34% | 19.59%-5.2pp | 30.53%-16.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $227 | $1,082-79.0% | $2,289-90.1% | $2,241-89.9% |
| Participant deferral / active EE | $1,049 | $2,781-62.3% | $4,084-74.3% | $3,767-72.1% |
| Admin fee / account holder | $2,204 | $4,146-46.9% | $8,777-74.9% | $2,969-25.8% |