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 | $36,053 | $72,012-49.9% | $185,823-80.6% | $79,858-54.9% |
| Participation rate | 55.1% | 65.8%-10.7pp | 78.0%-22.9pp | 69.6%-14.5pp |
| Annual return | 13.37% | 23.12%-9.8pp | 35.95%-22.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $992 | $1,965-49.5% | $4,087-75.7% | $2,471-59.8% |
| Participant deferral / active EE | $1,164 | $3,779-69.2% | $5,632-79.3% | $3,740-68.9% |
| Admin fee / account holder | $2,497 | $4,513-44.7% | $9,500-73.7% | $5,306-52.9% |