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 | $29,788 | $95,266-68.7% | $82,389-63.8% | $142,382-79.1% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.5%-27.9pp | 80.1%-38.5pp |
| Annual return | 14.79% | 25.74%-10.9pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $611 | $2,991-79.6% | $2,517-75.7% | $4,299-85.8% |
| Participant deferral / active EE | $1,009 | $4,809-79.0% | $4,155-75.7% | $6,507-84.5% |
| Admin fee / account holder | $17,580 | $8,563+105.3% | $7,231+143.1% | $12,624+39.3% |