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 | $47,278 | $103,376-54.3% | $87,100-45.7% | $152,861-69.1% |
| Participation rate | 39.1% | 79.3%-40.2pp | 76.9%-37.7pp | 82.4%-43.3pp |
| Annual return | 14.87% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $714 | $3,220-77.8% | $2,521-71.7% | $4,762-85.0% |
| Participant deferral / active EE | $88 | $4,778-98.2% | $4,049-97.8% | $5,850-98.5% |
| Admin fee / account holder | $9,531 | $12,205-21.9% | $7,497+27.1% | $11,596-17.8% |