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 | $42,710 | $295,684-85.6% | $154,803-72.4% | - |
| Participation rate | 26.1% | 53.1%-27.0pp | 78.1%-52.0pp | - |
| Annual return | 12.54% | 11.49%+1.0pp | 58.88%-46.3pp | - |
| Employer contribution / active EE | $676 | $1,145-40.9% | $4,305-84.3% | - |
| Participant deferral / active EE | $1,088 | $2,052-46.9% | $5,540-80.4% | - |
| Admin fee / account holder | $2,051 | $60,072-96.6% | $14,329-85.7% | - |