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 | $88,353 | $52,884+67.1% | $84,750+4.3% | $55,167+60.2% |
| Participation rate | 32.4% | 67.5%-35.2pp | 76.6%-44.2pp | 69.0%-36.6pp |
| Annual return | 8.23% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $742 | $2,233-66.8% | $3,574-79.2% | $1,963-62.2% |
| Participant deferral / active EE | $1,153 | $2,644-56.4% | $3,712-68.9% | $3,054-62.3% |
| Admin fee / account holder | $1,020 | $581+75.6% | $5,332-80.9% | $504+102.4% |