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 | $26,738 | $46,869-43.0% | $122,332-78.1% | $70,131-61.9% |
| Participation rate | 36.6% | 58.2%-21.6pp | 71.6%-35.0pp | 69.5%-33.0pp |
| Annual return | 27.35% | 24.22%+3.1pp | 30.27%-2.9pp | 73.14%-45.8pp |
| Employer contribution / active EE | $361 | $1,288-71.9% | $4,050-91.1% | $2,342-84.6% |
| Participant deferral / active EE | $818 | $2,166-62.2% | $3,287-75.1% | $3,332-75.4% |
| Admin fee / account holder | $422 | $3,322-87.3% | $5,478-92.3% | $4,645-90.9% |