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 | $41,647 | $109,413-61.9% | $156,263-73.3% | $84,808-50.9% |
| Participation rate | 55.8% | 72.7%-16.9pp | 78.9%-23.1pp | 68.3%-12.5pp |
| Annual return | 15.47% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $861 | $2,907-70.4% | $4,333-80.1% | $2,631-67.3% |
| Participant deferral / active EE | $1,606 | $4,590-65.0% | $6,158-73.9% | $4,212-61.9% |
| Admin fee / account holder | $5,161 | $9,357-44.8% | $14,255-63.8% | $7,344-29.7% |