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 | $33,205 | $80,717-58.9% | $154,803-78.6% | $84,808-60.8% |
| Participation rate | 48.4% | 66.8%-18.4pp | 78.1%-29.7pp | 68.3%-19.9pp |
| Annual return | 14.44% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $529 | $2,761-80.9% | $4,305-87.7% | $2,631-79.9% |
| Participant deferral / active EE | $864 | $3,303-73.8% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $1,231 | $6,746-81.8% | $14,329-91.4% | $7,344-83.2% |