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 | $30,981 | $70,475-56.0% | $100,516-69.2% | $79,858-61.2% |
| Participation rate | 47.4% | 73.7%-26.3pp | 79.4%-32.0pp | 69.6%-22.3pp |
| Annual return | 13.89% | 21.90%-8.0pp | 30.89%-17.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $467 | $2,165-78.4% | $3,418-86.3% | $2,471-81.1% |
| Participant deferral / active EE | $1,518 | $5,181-70.7% | $6,270-75.8% | $3,740-59.4% |
| Admin fee / account holder | $2,996 | $4,478-33.1% | $8,081-62.9% | $5,306-43.5% |