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 | $76,774 | $95,416-19.5% | $185,823-58.7% | $85,850-10.6% |
| Participation rate | 46.2% | 68.8%-22.6pp | 81.7%-35.5pp | 69.3%-23.2pp |
| Annual return | 27.34% | 23.59%+3.8pp | 122.05%-94.7pp | 318.53%-291.2pp |
| Employer contribution / active EE | $746 | $3,314-77.5% | $5,167-85.6% | $2,565-70.9% |
| Participant deferral / active EE | $757 | $3,423-77.9% | $5,568-86.4% | $3,952-80.9% |
| Admin fee / account holder | $2,281 | $7,213-68.4% | $16,237-86.0% | $6,260-63.6% |