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 | $82,755 | $74,927+10.4% | $101,794-18.7% | $84,808-2.4% |
| Participation rate | 29.4% | 61.4%-32.0pp | 69.2%-39.8pp | 68.3%-38.9pp |
| Annual return | 14.45% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $501 | $1,522-67.1% | $2,289-78.1% | $2,631-81.0% |
| Participant deferral / active EE | $1,203 | $3,099-61.2% | $4,084-70.5% | $4,212-71.4% |
| Admin fee / account holder | $5,807 | $6,514-10.8% | $8,777-33.8% | $7,344-20.9% |