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 | $30,091 | $74,927-59.8% | $101,794-70.4% | $84,808-64.5% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.2%-24.4pp | 68.3%-23.6pp |
| Annual return | 13.67% | 18.70%-5.0pp | 30.53%-16.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $599 | $1,522-60.7% | $2,289-73.8% | $2,631-77.2% |
| Participant deferral / active EE | $1,011 | $3,099-67.4% | $4,084-75.3% | $4,212-76.0% |
| Admin fee / account holder | $4,608 | $6,514-29.3% | $8,777-47.5% | $7,344-37.3% |