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 | $38,026 | $87,870-56.7% | $113,168-66.4% | $74,304-48.8% |
| Participation rate | 53.9% | 70.7%-16.8pp | 76.6%-22.6pp | 60.3%-6.4pp |
| Annual return | 13.23% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,032 | $2,277-54.7% | $2,975-65.3% | $2,241-54.0% |
| Participant deferral / active EE | $1,825 | $4,241-57.0% | $5,107-64.3% | $3,767-51.5% |
| Admin fee / account holder | $7,464 | $3,368+121.6% | $12,068-38.1% | $2,969+151.4% |