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 | $18,672 | $63,764-70.7% | $81,930-77.2% | $79,858-76.6% |
| Participation rate | 38.9% | 67.5%-28.6pp | 72.0%-33.1pp | 69.6%-30.7pp |
| Annual return | 20.26% | 22.66%-2.4pp | 29.49%-9.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $702 | $1,795-60.9% | $4,310-83.7% | $2,471-71.6% |
| Participant deferral / active EE | $852 | $2,780-69.4% | $7,107-88.0% | $3,740-77.2% |
| Admin fee / account holder | $2,946 | $4,426-33.5% | $5,158-42.9% | $5,306-44.5% |