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 | $44,828 | $94,625-52.6% | $116,228-61.4% | $84,808-47.1% |
| Participation rate | 62.1% | 70.4%-8.4pp | 74.6%-12.5pp | 68.3%-6.2pp |
| Annual return | 20.87% | 20.40%+0.5pp | 90.06%-69.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $961 | $2,347-59.0% | $2,994-67.9% | $2,631-63.5% |
| Participant deferral / active EE | $1,393 | $3,972-64.9% | $4,953-71.9% | $4,212-66.9% |
| Admin fee / account holder | $3,181 | $10,091-68.5% | $11,989-73.5% | $7,344-56.7% |