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 | $28,575 | $69,362-58.8% | $101,248-71.8% | $73,488-61.1% |
| Participation rate | 25.5% | 68.4%-42.9pp | 75.8%-50.3pp | 70.7%-45.2pp |
| Annual return | 20.34% | 18.46%+1.9pp | 46.47%-26.1pp | 28.51%-8.2pp |
| Employer contribution / active EE | $701 | $2,628-73.3% | $3,660-80.8% | $2,270-69.1% |
| Participant deferral / active EE | $1,315 | $3,300-60.2% | $4,370-69.9% | $3,740-64.8% |
| Admin fee / account holder | $1,148 | $704+63.2% | $5,945-80.7% | $513+123.8% |