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 | $63,098 | $91,111-30.7% | $84,015-24.9% | - |
| Participation rate | 21.2% | 59.1%-37.9pp | 69.0%-47.8pp | - |
| Annual return | 18.17% | 12.53%+5.6pp | 71.31%-53.1pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,983-100.0% | - |
| Participant deferral / active EE | $1,111 | $2,182-49.1% | $3,239-65.7% | - |
| Admin fee / account holder | $13,663 | $22,833-40.2% | $6,101+124.0% | - |