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 | $54,176 | $98,750-45.1% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 16.74% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $672 | $3,216-79.1% | $4,644-85.5% | $2,471-72.8% |
| Participant deferral / active EE | $1,984 | $5,680-65.1% | $6,842-71.0% | $3,740-46.9% |
| Admin fee / account holder | $2,099 | $6,053-65.3% | $9,309-77.5% | $5,306-60.4% |