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 | $36,383 | $86,929-58.1% | $102,423-64.5% | $80,856-55.0% |
| Participation rate | 46.9% | 72.4%-25.5pp | 76.5%-29.6pp | 67.6%-20.8pp |
| Annual return | 16.69% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,195 | $2,369+34.9% | $3,023+5.7% | $2,755+16.0% |
| Participant deferral / active EE | $1,208 | $4,118-70.7% | $5,053-76.1% | $4,296-71.9% |
| Admin fee / account holder | $98,488 | $8,049+1123.6% | $9,451+942.1% | $6,918+1323.7% |