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 | $82,359 | $72,277+13.9% | $101,248-18.7% | $79,858+3.1% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 16.92% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $720 | $2,692-73.3% | $3,660-80.3% | $2,471-70.9% |
| Participant deferral / active EE | $947 | $3,282-71.1% | $4,370-78.3% | $3,740-74.7% |
| Admin fee / account holder | $2,523 | $4,400-42.7% | $5,945-57.6% | $5,306-52.5% |