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 | $44,456 | $89,355-50.2% | $141,162-68.5% | $72,985-39.1% |
| Participation rate | 31.2% | 75.1%-43.9pp | 82.5%-51.3pp | 69.5%-38.3pp |
| Annual return | 22.68% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $756 | $3,114-75.7% | $4,735-84.0% | $2,440-69.0% |
| Participant deferral / active EE | $1,673 | $5,418-69.1% | $6,709-75.1% | $3,607-53.6% |
| Admin fee / account holder | $11,666 | $5,958+95.8% | $10,261+13.7% | $5,124+127.7% |