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 7-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 | $97,069 | $107,452-9.7% | $91,541+6.0% | $142,382-31.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.8%-53.1pp | 80.1%-63.5pp |
| Annual return | 17.20% | 22.06%-4.9pp | 20.50%-3.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $244 | $2,994-91.8% | $2,505-90.2% | $4,299-94.3% |
| Participant deferral / active EE | $730 | $4,754-84.6% | $4,008-81.8% | $6,507-88.8% |
| Admin fee / account holder | $823 | $8,834-90.7% | $6,956-88.2% | $12,624-93.5% |