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 | $84,571 | $87,733-3.6% | $106,548-20.6% | $85,850-1.5% |
| Participation rate | 34.6% | 71.9%-37.3pp | 76.1%-41.5pp | 69.3%-34.7pp |
| Annual return | 17.34% | 21.86%-4.5pp | 26.80%-9.5pp | 318.53%-301.2pp |
| Employer contribution / active EE | $701 | $2,073-66.2% | $2,819-75.1% | $2,565-72.7% |
| Participant deferral / active EE | $1,497 | $3,469-56.9% | $4,398-66.0% | $3,952-62.1% |
| Admin fee / account holder | $389 | $6,767-94.2% | $7,407-94.7% | $6,260-93.8% |