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 | $77,052 | $106,355-27.6% | $237,244-67.5% | $116,875-34.1% |
| Participation rate | 69.2% | 71.9%-2.6pp | 80.3%-11.0pp | 74.5%-5.3pp |
| Annual return | 16.53% | 17.03%-0.5pp | 4131.29%-4114.8pp | 16.29%+0.2pp |
| Employer contribution / active EE | $527 | $1,595-67.0% | $4,351-87.9% | $3,288-84.0% |
| Participant deferral / active EE | $1,303 | $3,396-61.6% | $4,056-67.9% | $3,885-66.5% |
| Admin fee / account holder | $2,487 | $11,423-78.2% | $18,030-86.2% | $12,263-79.7% |