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 | $80,231 | $77,314+3.8% | $177,989-54.9% | $80,856-0.8% |
| Participation rate | 37.0% | 65.7%-28.7pp | 77.1%-40.0pp | 67.6%-30.6pp |
| Annual return | 23.14% | 18.09%+5.1pp | 294.48%-271.3pp | 35.59%-12.5pp |
| Employer contribution / active EE | $886 | $2,292-61.3% | $3,949-77.6% | $2,755-67.8% |
| Participant deferral / active EE | $1,263 | $4,411-71.4% | $6,276-79.9% | $4,296-70.6% |
| Admin fee / account holder | $983 | $7,191-86.3% | $10,363-90.5% | $6,918-85.8% |