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 | $35,055 | $94,625-63.0% | $116,228-69.8% | $84,808-58.7% |
| Participation rate | 64.0% | 70.4%-6.4pp | 74.6%-10.6pp | 68.3%-4.3pp |
| Annual return | 15.79% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $876 | $2,347-62.7% | $2,994-70.8% | $2,631-66.7% |
| Participant deferral / active EE | $1,195 | $3,972-69.9% | $4,953-75.9% | $4,212-71.6% |
| Admin fee / account holder | $13,751 | $10,091+36.3% | $11,989+14.7% | $7,344+87.2% |