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 | $79,994 | $66,402+20.5% | $109,895-27.2% | $85,850-6.8% |
| Participation rate | 21.9% | 63.9%-42.0pp | 74.2%-52.3pp | 69.3%-47.4pp |
| Annual return | 16.40% | 19.59%-3.2pp | 29.45%-13.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $440 | $1,687-73.9% | $2,842-84.5% | $2,565-82.8% |
| Participant deferral / active EE | $741 | $2,842-73.9% | $4,048-81.7% | $3,952-81.3% |
| Admin fee / account holder | $5,046 | $4,557+10.7% | $6,066-16.8% | $6,260-19.4% |