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 | $35,657 | $109,413-67.4% | $156,263-77.2% | $84,808-58.0% |
| Participation rate | 61.2% | 72.7%-11.5pp | 78.9%-17.7pp | 68.3%-7.1pp |
| Annual return | 17.05% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,284 | $2,907-55.8% | $4,333-70.4% | $2,631-51.2% |
| Participant deferral / active EE | $1,836 | $4,590-60.0% | $6,158-70.2% | $4,212-56.4% |
| Admin fee / account holder | $6,219 | $9,357-33.5% | $14,255-56.4% | $7,344-15.3% |