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 | $33,376 | $54,762-39.1% | $90,281-63.0% | $72,985-54.3% |
| Participation rate | 52.6% | 65.1%-12.5pp | 73.3%-20.6pp | 69.5%-16.9pp |
| Annual return | 28.93% | 30.63%-1.7pp | 78.10%-49.2pp | 81.00%-52.1pp |
| Employer contribution / active EE | $413 | $2,092-80.3% | $2,854-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $161 | $2,887-94.4% | $3,885-95.9% | $3,607-95.5% |
| Admin fee / account holder | $347 | $3,972-91.3% | $5,351-93.5% | $5,124-93.2% |