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 | $27,475 | $76,367-64.0% | $93,606-70.6% | $72,985-62.4% |
| Participation rate | 48.8% | 71.7%-22.9pp | 75.8%-27.0pp | 69.5%-20.6pp |
| Annual return | 22.54% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $680 | $2,275-70.1% | $2,718-75.0% | $2,440-72.1% |
| Participant deferral / active EE | $1,270 | $3,538-64.1% | $4,069-68.8% | $3,607-64.8% |
| Admin fee / account holder | $1,740 | $6,838-74.6% | $7,888-77.9% | $5,124-66.0% |