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 | $35,574 | $72,277-50.8% | $101,248-64.9% | $79,858-55.5% |
| Participation rate | 69.4% | 68.5%+0.9pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 11.36% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $13,575 | $2,692+404.3% | $3,660+270.9% | $2,471+449.4% |
| Participant deferral / active EE | $1,220 | $3,282-62.8% | $4,370-72.1% | $3,740-67.4% |
| Admin fee / account holder | $5,504 | $4,400+25.1% | $5,945-7.4% | $5,306+3.7% |