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 | $45,276 | $69,823-35.2% | $77,163-41.3% | $74,419-39.2% |
| Participation rate | 26.6% | 70.0%-43.4pp | 69.6%-43.0pp | 70.7%-44.1pp |
| Annual return | 15.39% | 19.98%-4.6pp | 37.87%-22.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $721 | $2,150-66.4% | $2,535-71.5% | $2,637-72.6% |
| Participant deferral / active EE | $1,202 | $3,558-66.2% | $3,833-68.6% | $4,528-73.4% |
| Admin fee / account holder | $845 | $398+112.5% | $5,472-84.6% | $348+142.9% |