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 | $98,584 | $109,413-9.9% | $156,263-36.9% | $84,808+16.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 13.60% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,334 | $2,907-54.1% | $4,333-69.2% | $2,631-49.3% |
| Participant deferral / active EE | $1,849 | $4,590-59.7% | $6,158-70.0% | $4,212-56.1% |
| Admin fee / account holder | $27,662 | $9,357+195.6% | $14,255+94.1% | $7,344+276.7% |