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 | $87,128 | $148,978-41.5% | $200,582-56.6% | $84,808+2.7% |
| Participation rate | 69.0% | 84.2%-15.2pp | 86.9%-17.8pp | 68.3%+0.7pp |
| Annual return | 15.63% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,363 | $4,815-50.9% | $6,419-63.2% | $2,631-10.2% |
| Participant deferral / active EE | $3,065 | $7,142-57.1% | $9,331-67.2% | $4,212-27.2% |
| Admin fee / account holder | $1,433 | $13,977-89.7% | $16,305-91.2% | $7,344-80.5% |