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 | $99,433 | $100,326-0.9% | $180,183-44.8% | $84,808+17.2% |
| Participation rate | 42.7% | 71.0%-28.3pp | 77.4%-34.8pp | 68.3%-25.6pp |
| Annual return | 12.92% | 17.86%-4.9pp | 27.86%-14.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,119 | $3,269-65.8% | $5,039-77.8% | $2,631-57.5% |
| Participant deferral / active EE | $1,840 | $5,066-63.7% | $6,822-73.0% | $4,212-56.3% |
| Admin fee / account holder | $20,638 | $9,674+113.3% | $19,975+3.3% | $7,344+181.0% |