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 | $38,577 | $65,365-41.0% | $92,893-58.5% | $72,985-47.1% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 18.53% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,348 | $2,594+29.1% | $3,653-8.3% | $2,440+37.2% |
| Participant deferral / active EE | $385 | $3,128-87.7% | $4,236-90.9% | $3,607-89.3% |
| Admin fee / account holder | $7,969 | $4,251+87.4% | $5,794+37.5% | $5,124+55.5% |