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 | $50,906 | $83,477-39.0% | $125,175-59.3% | $72,985-30.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.5%-1.5pp |
| Annual return | 18.69% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $852 | $2,345-63.7% | $3,865-78.0% | $2,440-65.1% |
| Participant deferral / active EE | $1,097 | $3,585-69.4% | $4,937-77.8% | $3,607-69.6% |
| Admin fee / account holder | $439 | $5,517-92.0% | $9,702-95.5% | $5,124-91.4% |