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 | $93,177 | $69,362+34.3% | $101,248-8.0% | $73,488+26.8% |
| Participation rate | 13.5% | 68.4%-54.9pp | 75.8%-62.3pp | 70.7%-57.2pp |
| Annual return | 13.90% | 18.46%-4.6pp | 46.47%-32.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $782 | $3,300-76.3% | $4,370-82.1% | $3,740-79.1% |
| Admin fee / account holder | $3,944 | $704+460.6% | $5,945-33.7% | $513+668.7% |