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 | $89,461 | $125,758-28.9% | $169,993-47.4% | $75,163+19.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 15.92% | 27.20%-11.3pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,208 | $4,615-52.1% | $6,785-67.5% | $2,670-17.3% |
| Participant deferral / active EE | $3,060 | $6,837-55.2% | $10,408-70.6% | $4,125-25.8% |
| Admin fee / account holder | $906 | $8,173-88.9% | $12,815-92.9% | $5,651-84.0% |