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 | $25,952 | $72,012-64.0% | $185,823-86.0% | $79,858-67.5% |
| Participation rate | 35.1% | 65.8%-30.6pp | 78.0%-42.9pp | 69.6%-34.5pp |
| Annual return | 20.29% | 23.12%-2.8pp | 35.95%-15.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $651 | $1,965-66.9% | $4,087-84.1% | $2,471-73.7% |
| Participant deferral / active EE | $913 | $3,779-75.9% | $5,632-83.8% | $3,740-75.6% |
| Admin fee / account holder | $5,064 | $4,513+12.2% | $9,500-46.7% | $5,306-4.6% |