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 | $60,975 | $161,852-62.3% | $92,233-33.9% | - |
| Participation rate | 56.6% | 64.7%-8.2pp | 76.5%-19.9pp | - |
| Annual return | 21.25% | 7.35%+13.9pp | 176.28%-155.0pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,679-100.0% | - |
| Participant deferral / active EE | $2,193 | $2,669-17.8% | $3,897-43.7% | - |
| Admin fee / account holder | $1,613 | $7,254-77.8% | $5,194-68.9% | - |