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 | $48,196 | $47,922+0.6% | $75,886-36.5% | $65,185-26.1% |
| Participation rate | 13.7% | 63.0%-49.3pp | 69.3%-55.6pp | 70.2%-56.5pp |
| Annual return | 19.53% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $290 | $1,557-81.4% | $2,500-88.4% | $2,177-86.7% |
| Participant deferral / active EE | $680 | $2,550-73.3% | $3,603-81.1% | $3,514-80.6% |
| Admin fee / account holder | $4,873 | $532+816.7% | $5,418-10.1% | $847+475.2% |