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 | $70,132 | $117,841-40.5% | $102,423-31.5% | $145,922-51.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 14.35% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $879 | $3,615-75.7% | $3,023-70.9% | $4,660-81.1% |
| Participant deferral / active EE | $1,596 | $5,731-72.2% | $5,053-68.4% | $6,688-76.1% |
| Admin fee / account holder | $1,568 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |