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 | $51,994 | $74,927-30.6% | $101,794-48.9% | $84,808-38.7% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.2%-49.8pp | 68.3%-49.0pp |
| Annual return | 14.18% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $552 | $1,522-63.7% | $2,289-75.9% | $2,631-79.0% |
| Participant deferral / active EE | $725 | $3,099-76.6% | $4,084-82.3% | $4,212-82.8% |
| Admin fee / account holder | $15,868 | $6,514+143.6% | $8,777+80.8% | $7,344+116.1% |