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 | $21,973 | $49,915-56.0% | $154,803-85.8% | $74,304-70.4% |
| Participation rate | 21.9% | 54.0%-32.0pp | 78.1%-56.1pp | 60.3%-38.4pp |
| Annual return | 17.89% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $262 | $1,611-83.7% | $4,305-93.9% | $2,241-88.3% |
| Participant deferral / active EE | $604 | $2,255-73.2% | $5,540-89.1% | $3,767-84.0% |
| Admin fee / account holder | $1,747 | $2,189-20.2% | $14,329-87.8% | $2,969-41.1% |