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 | $110,535 | $117,983-6.3% | $101,794+8.6% | $142,382-22.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 18.02% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $703 | $2,773-74.6% | $2,289-69.3% | $4,299-83.6% |
| Participant deferral / active EE | $867 | $4,714-81.6% | $4,084-78.8% | $6,507-86.7% |
| Admin fee / account holder | $970 | $10,433-90.7% | $8,777-88.9% | $12,624-92.3% |