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 8-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 | $93,133 | $125,758-25.9% | $169,993-45.2% | $75,163+23.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.0%-37.0pp | 67.2%-17.2pp |
| Annual return | 19.20% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,864 | $4,615-59.6% | $6,785-72.5% | $2,670-30.2% |
| Participant deferral / active EE | $2,727 | $6,837-60.1% | $10,408-73.8% | $4,125-33.9% |
| Admin fee / account holder | $2,872 | $8,173-64.9% | $12,815-77.6% | $5,651-49.2% |