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 | $45,621 | $89,355-48.9% | $141,162-67.7% | $72,985-37.5% |
| Participation rate | 45.6% | 75.1%-29.5pp | 82.5%-36.9pp | 69.5%-23.9pp |
| Annual return | 25.36% | 111.85%-86.5pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,631 | $3,114-47.6% | $4,735-65.6% | $2,440-33.2% |
| Participant deferral / active EE | $2,046 | $5,418-62.2% | $6,709-69.5% | $3,607-43.3% |
| Admin fee / account holder | $4,076 | $5,958-31.6% | $10,261-60.3% | $5,124-20.5% |