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 | $36,208 | $81,248-55.4% | $155,509-76.7% | $80,856-55.2% |
| Participation rate | 64.6% | 66.2%-1.6pp | 78.2%-13.6pp | 67.6%-3.1pp |
| Annual return | 11.77% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,225 | $3,100-60.5% | $4,672-73.8% | $2,755-55.5% |
| Participant deferral / active EE | $811 | $3,452-76.5% | $5,626-85.6% | $4,296-81.1% |
| Admin fee / account holder | $676 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |