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 | $37,379 | $109,881-66.0% | $150,045-75.1% | $84,808-55.9% |
| Participation rate | 52.5% | 76.1%-23.6pp | 82.3%-29.8pp | 68.3%-15.8pp |
| Annual return | 18.78% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $988 | $3,561-72.3% | $4,693-78.9% | $2,631-62.4% |
| Participant deferral / active EE | $2,538 | $6,636-61.8% | $7,997-68.3% | $4,212-39.7% |
| Admin fee / account holder | $2,210 | $8,568-74.2% | $13,435-83.5% | $7,344-69.9% |