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 | $29,973 | $165,335-81.9% | $149,696-80.0% | $158,922-81.1% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 18.38% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,604 | $5,103-68.6% | $4,644-65.5% | $4,761-66.3% |
| Participant deferral / active EE | $2,094 | $7,181-70.8% | $6,842-69.4% | $5,982-65.0% |
| Admin fee / account holder | $472 | $10,807-95.6% | $9,309-94.9% | $11,246-95.8% |