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 | $84,690 | $86,929-2.6% | $102,423-17.3% | $80,856+4.7% |
| Participation rate | 18.8% | 72.4%-53.6pp | 76.5%-57.7pp | 67.6%-48.9pp |
| Annual return | 13.55% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,397 | $2,369-41.0% | $3,023-53.8% | $2,755-49.3% |
| Participant deferral / active EE | $1,458 | $4,118-64.6% | $5,053-71.1% | $4,296-66.0% |
| Admin fee / account holder | $20,331 | $8,049+152.6% | $9,451+115.1% | $6,918+193.9% |