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 | $51,883 | $54,762-5.3% | $90,281-42.5% | $72,985-28.9% |
| Participation rate | 25.0% | 65.1%-40.1pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 17.48% | 30.63%-13.1pp | 78.10%-60.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $416 | $2,092-80.1% | $2,854-85.4% | $2,440-82.9% |
| Participant deferral / active EE | $527 | $2,887-81.7% | $3,885-86.4% | $3,607-85.4% |
| Admin fee / account holder | $4,064 | $3,972+2.3% | $5,351-24.1% | $5,124-20.7% |