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 | $40,883 | $98,240-58.4% | $82,313-50.3% | $147,584-72.3% |
| Participation rate | 52.9% | 79.7%-26.8pp | 76.9%-24.0pp | 82.8%-29.9pp |
| Annual return | 15.83% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $704 | $3,192-78.0% | $2,428-71.0% | $4,876-85.6% |
| Participant deferral / active EE | $836 | $4,383-80.9% | $3,706-77.4% | $5,439-84.6% |
| Admin fee / account holder | $2,302 | $8,563-73.1% | $5,608-58.9% | $10,885-78.9% |