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 | $60,093 | $100,754-40.4% | $86,677-30.7% | $134,475-55.3% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -1.07% | 29.04%-30.1pp | 35.91%-37.0pp | 417.96%-419.0pp |
| Employer contribution / active EE | $866 | $3,489-75.2% | $2,836-69.5% | $4,740-81.7% |
| Participant deferral / active EE | $1,366 | $5,338-74.4% | $4,656-70.7% | $6,400-78.7% |
| Admin fee / account holder | $834 | $10,926-92.4% | $7,493-88.9% | $11,426-92.7% |